A detailed history of Prosperity Planning, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Prosperity Planning, Inc. holds 3,619 shares of VNQ stock, worth $343,624. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,619
Previous 3,623 0.11%
Holding current value
$343,624
Previous $313,000 3.19%
% of portfolio
0.1%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

SELL
$78.61 - $85.97 $314 - $343
-4 Reduced 0.11%
3,619 $303,000
Q1 2024

Apr 15, 2024

BUY
$82.58 - $89.12 $8,670 - $9,357
105 Added 2.98%
3,623 $313,000
Q4 2023

Feb 05, 2024

BUY
$71.05 - $89.54 $249,953 - $315,001
3,518 New
3,518 $310,000

Others Institutions Holding VNQ

About VANGUARD SPECIALIZED FUNDS VAN


  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Prosperity Planning, Inc. Portfolio

Follow Prosperity Planning, Inc. and customize your updates to receive the information that matters most to you.

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.