Prosperity Planning, Inc. Vanguard Mid Cap Growth Index Transaction History

Prosperity Planning, Inc.

$302 Million
Q4 2024

A detailed history of Prosperity Planning, Inc. transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Prosperity Planning, Inc. holds 31,324 shares of VOT stock, worth $8.6 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares

31,324

Previous 32,066 2.31%

Holding current value

$8.6 Million

Previous $7.81 Million 1.81%

% of portfolio

2.63%

Previous 2.53%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$241.48 - $274.89 $179,178 - $203,968	-742 Reduced 2.31%	31,324 $7.95 Million
Q3 2024 Oct 07, 2024	BUY	$218.05 - $243.47 $70,648 - $78,884	324 Added 1.02%	32,066 $7.81 Million
Q2 2024 Jul 23, 2024	BUY	$218.75 - $234.97 $81,812 - $87,878	374 Added 1.19%	31,742 $7.29 Million
Q1 2024 Apr 15, 2024	BUY	$212.21 - $235.79 $205,631 - $228,480	969 Added 3.19%	31,368 $7.4 Million
Q4 2023 Feb 05, 2024	BUY	$180.9 - $221.2 $165,885 - $202,840	917 Added 3.11%	30,399 $6.67 Million
Q3 2023 Oct 24, 2023	BUY	$191.65 - $213.93 $184,558 - $206,014	963 Added 3.38%	29,482 $5.74 Million
Q2 2023 Jul 13, 2023	BUY	$186.22 - $205.77 $274,115 - $302,893	1,472 Added 5.44%	28,519 $5.87 Million
Q1 2023 Apr 13, 2023	BUY	$177.43 - $203.61 $283,888 - $325,776	1,600 Added 6.29%	27,047 $5.27 Million
Q3 2022 Oct 12, 2022	BUY	$170.12 - $208.72 $1.23 Million - $1.51 Million	7,229 Added 39.68%	25,447 $4.34 Million
Q4 2021 Jan 21, 2022	BUY	$234.3 - $265.79 $220,242 - $249,842	940 Added 5.44%	18,218 $4.64 Million
Q3 2021 Oct 08, 2021	BUY	$230.42 - $251.05 $74,656 - $81,340	324 Added 1.91%	17,278 $4.08 Million
Q2 2021 Jul 13, 2021	BUY	$210.91 - $237.31 $233,688 - $262,939	1,108 Added 6.99%	16,954 $4.01 Million
Q1 2021 Apr 12, 2021	BUY	$204.75 - $230.34 $316,543 - $356,105	1,546 Added 10.81%	15,846 $3.4 Million
Q4 2020 Feb 01, 2021	BUY	$178.76 - $215.29 $2.56 Million - $3.08 Million	14,300 New	14,300 $3.03 Million

Others Institutions Holding VOT

# of Institutions

1,013

Shares Held

41.2M

Call Options Held

24.8K

Put Options Held

5.6K

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About VANGUARD MID-CAP GROWTH INDEX

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Prosperity Planning, Inc. Vanguard Mid Cap Growth Index Transaction History