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

Prosperity Planning, Inc.

$309 Million
Q3 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 64,466 shares of VOE stock, worth $10.7 Million. This represents 3.5% of its overall portfolio holdings.

Number of Shares

64,466

Previous 72,508 11.09%

Holding current value

$10.7 Million

Previous $10.9 Million 0.9%

% of portfolio

3.5%

Previous 3.76%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$149.02 - $167.67 $1.2 Million - $1.35 Million	-8,042 Reduced 11.09%	64,466 $10.8 Million
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	$121.77 - $145.8 $1.11 Million - $1.33 Million	9,116 Added 17.46%	61,312 $7.47 Million
Q4 2021 Jan 21, 2022	BUY	$140.47 - $150.69 $547,130 - $586,937	3,895 Added 8.06%	52,196 $7.85 Million
Q3 2021 Oct 08, 2021	BUY	$135.17 - $146.62 $219,245 - $237,817	1,622 Added 3.47%	48,301 $6.74 Million
Q2 2021 Jul 13, 2021	BUY	$136.19 - $145.71 $363,763 - $389,191	2,671 Added 6.07%	46,679 $6.56 Million
Q1 2021 Apr 12, 2021	BUY	$116.81 - $138.13 $593,628 - $701,976	5,082 Added 13.06%	44,008 $5.94 Million
Q4 2020 Feb 01, 2021	BUY	$100.82 - $119.56 $3.92 Million - $4.65 Million	38,926 New	38,926 $4.63 Million

Others Institutions Holding VOE

# of Institutions

1,075

Shares Held

68.5M

Call Options Held

30.6K

Put Options Held

400

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About VANGUARD MID-CAP VALUE INDEX F

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