Prosperity Planning, Inc. Vanguard Small Cap Value ETF Transaction History

Prosperity Planning, Inc.

$330 Million
Q2 2025

A detailed history of Prosperity Planning, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Prosperity Planning, Inc. holds 45,793 shares of VBR stock, worth $9.67 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares

45,793

Previous 47,626 3.85%

Holding current value

$9.67 Million

Previous $8.84 Million 1.04%

% of portfolio

2.7%

Previous 2.88%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$162.76 - $195.77 $298,339 - $358,846	-1,833 Reduced 3.85%	45,793 $8.93 Million
Q1 2025 Apr 10, 2025	SELL	$183.02 - $207.75 $570,656 - $647,764	-3,118 Reduced 6.14%	47,626 $8.84 Million
Q4 2024 Jan 16, 2025	SELL	$197.36 - $217.3 $1.6 Million - $1.76 Million	-8,082 Reduced 13.74%	50,744 $10.1 Million
Q3 2024 Oct 07, 2024	SELL	$179.99 - $201.6 $1.24 Million - $1.38 Million	-6,865 Reduced 10.45%	58,826 $11.8 Million
Q2 2024 Jul 23, 2024	SELL	$177.65 - $191.11 $1.01 Million - $1.09 Million	-5,688 Reduced 7.97%	65,691 $12 Million
Q1 2024 Apr 15, 2024	BUY	$172.45 - $191.88 $627,373 - $698,059	3,638 Added 5.37%	71,379 $13.7 Million
Q4 2023 Feb 05, 2024	BUY	$149.18 - $181.94 $523,621 - $638,609	3,510 Added 5.46%	67,741 $12.2 Million
Q3 2023 Oct 24, 2023	BUY	$157.33 - $174.39 $442,883 - $490,907	2,815 Added 4.58%	64,231 $10.2 Million
Q2 2023 Jul 13, 2023	BUY	$150.74 - $165.4 $723,401 - $793,754	4,799 Added 8.48%	61,416 $10.2 Million
Q1 2023 Apr 13, 2023	BUY	$150.22 - $177.69 $252,519 - $298,696	1,681 Added 3.06%	56,617 $8.99 Million
Q3 2022 Oct 12, 2022	BUY	$143.4 - $172.87 $1.69 Million - $2.03 Million	11,768 Added 27.26%	54,936 $7.88 Million
Q4 2021 Jan 21, 2022	BUY	$168.72 - $185.72 $688,883 - $758,294	4,083 Added 10.45%	43,168 $7.72 Million
Q3 2021 Oct 08, 2021	BUY	$162.66 - $175.73 $259,930 - $280,816	1,598 Added 4.26%	39,085 $6.62 Million
Q2 2021 Jul 13, 2021	BUY	$166.46 - $180.76 $418,813 - $454,792	2,516 Added 7.19%	37,487 $6.51 Million
Q1 2021 Apr 12, 2021	BUY	$139.89 - $172.72 $603,765 - $745,459	4,316 Added 14.08%	34,971 $5.79 Million
Q4 2020 Feb 01, 2021	BUY	$111.89 - $142.79 $3.43 Million - $4.38 Million	30,655 New	30,655 $4.36 Million

Others Institutions Holding VBR

# of Institutions

1,758

Shares Held

91.2M

Call Options Held

58.1K

Put Options Held

3.1K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

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Prosperity Planning, Inc. Vanguard Small Cap Value ETF Transaction History