Prosperity Planning, Inc. Vanguard Mortg Backed Sec ETF Transaction History

Prosperity Planning, Inc.

$302 Million
Q4 2024

A detailed history of Prosperity Planning, Inc. transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Prosperity Planning, Inc. holds 24,914 shares of VMBS stock, worth $1.13 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

24,914

Previous 24,902 0.05%

Holding current value

$1.13 Million

Previous $1.18 Million 3.91%

% of portfolio

0.37%

Previous 0.38%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$45.17 - $47.23 $542 - $566	12 Added 0.05%	24,914 $1.13 Million
Q3 2024 Oct 07, 2024	SELL	$44.9 - $47.55 $6,824 - $7,227	-152 Reduced 0.61%	24,902 $1.18 Million
Q2 2024 Jul 23, 2024	SELL	$44.15 - $45.75 $1,633 - $1,692	-37 Reduced 0.15%	25,054 $1.14 Million
Q1 2024 Apr 15, 2024	SELL	$44.98 - $46.29 $25,863 - $26,616	-575 Reduced 2.24%	25,091 $1.14 Million
Q4 2023 Feb 05, 2024	SELL	$42.3 - $46.59 $155,494 - $171,264	-3,676 Reduced 12.53%	25,666 $1.19 Million
Q3 2023 Oct 24, 2023	BUY	$43.61 - $46.21 $66,810 - $70,793	1,532 Added 5.51%	29,342 $1.28 Million
Q2 2023 Jul 13, 2023	SELL	$45.49 - $47.04 $58,454 - $60,446	-1,285 Reduced 4.42%	27,810 $1.28 Million
Q1 2023 Apr 13, 2023	BUY	$45.14 - $47.41 $975,430 - $1.02 Million	21,609 Added 288.66%	29,095 $1.35 Million
Q3 2022 Oct 12, 2022	BUY	$44.41 - $49.27 $332,453 - $368,835	7,486 New	7,486 $338,000

Others Institutions Holding VMBS

# of Institutions

630

Shares Held

342M

Call Options Held

900

Put Options Held

80.3K

View Full List

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
Sector ETFs
Industry ETFs

More about VMBS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Prosperity Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Planning, Inc. with notifications on news.

Account

Prosperity Planning, Inc. Vanguard Mortg Backed Sec ETF Transaction History