Prosperity Planning, Inc. Vanguard Mid Cap Value Index F Transaction History

Prosperity Planning, Inc.

$290 Million
Q2 2024

A detailed history of Prosperity Planning, Inc. transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Prosperity Planning, Inc. holds 72,508 shares of VOE stock, worth $11.7 Million. This represents 3.76% of its overall portfolio holdings.

Number of Shares

72,508

Previous 79,085 8.32%

Holding current value

$11.7 Million

Previous $12.3 Million 11.54%

% of portfolio

3.76%

Previous 4.27%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	SELL	$146.82 - $155.77 $965,635 - $1.02 Million	-6,577 Reduced 8.32%	72,508 $10.9 Million
Q1 2024 Apr 15, 2024	BUY	$141.07 - $155.91 $568,229 - $628,005	4,028 Added 5.37%	79,085 $12.3 Million
Q4 2023 Feb 05, 2024	BUY	$124.27 - $145.8 $421,896 - $494,991	3,395 Added 4.74%	75,057 $10.9 Million
Q3 2023 Oct 24, 2023	BUY	$130.77 - $144.24 $455,471 - $502,387	3,483 Added 5.11%	71,662 $9.38 Million
Q2 2023 Jul 13, 2023	BUY	$127.92 - $138.38 $539,950 - $584,101	4,221 Added 6.6%	68,179 $9.43 Million
Q1 2023 Apr 13, 2023	BUY	$126.74 - $147.12 $335,354 - $389,279	2,646 Added 4.32%	63,958 $8.57 Million
Q3 2022 Oct 12, 2022	BUY	N/A	9,116 Added 17.46%	61,312 $7.47 Million
Q4 2021 Jan 21, 2022	BUY	N/A	3,895 Added 8.06%	52,196 $7.85 Million
Q3 2021 Oct 08, 2021	BUY	N/A	1,622 Added 3.47%	48,301 $6.74 Million
Q2 2021 Jul 13, 2021	BUY	N/A	2,671 Added 6.07%	46,679 $6.56 Million
Q1 2021 Apr 12, 2021	BUY	N/A	5,082 Added 13.06%	44,008 $5.94 Million
Q4 2020 Feb 01, 2021	BUY	N/A	38,926 New	38,926 $4.63 Million

Others Institutions Holding VOE

# of Institutions

1,049

Shares Held

68.1M

Call Options Held

32.8K

Put Options Held

400

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About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
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Prosperity Planning, Inc. Vanguard Mid Cap Value Index F Transaction History