Prosperity Planning, Inc. Vanguard Specialized Funds Van Transaction History

Prosperity Planning, Inc.

$330 Million
Q2 2025

A detailed history of Prosperity Planning, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Prosperity Planning, Inc. holds 3,359 shares of VNQ stock, worth $307,079. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,359

Previous 3,608 6.9%

Holding current value

$307,079

Previous $323,000 7.43%

% of portfolio

0.09%

Previous 0.11%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$79.79 - $91.42 $19,867 - $22,763	-249 Reduced 6.9%	3,359 $299,000
Q3 2024 Oct 07, 2024	SELL	$82.97 - $98.97 $912 - $1,088	-11 Reduced 0.3%	3,608 $351,000
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

# of Institutions

1,911

Shares Held

251M

Call Options Held

926K

Put Options Held

1.38M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
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Prosperity Planning, Inc. Vanguard Specialized Funds Van Transaction History