Prosperity Planning, Inc. Vanguard Total World Stk Index Transaction History

Prosperity Planning, Inc.

$330 Million
Q2 2025

A detailed history of Prosperity Planning, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Prosperity Planning, Inc. holds 2,669 shares of VT stock, worth $371,204. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,669

Previous 2,610 2.26%

Holding current value

$371,204

Previous $302,000 13.58%

% of portfolio

0.1%

Previous 0.1%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$103.16 - $128.52 $6,086 - $7,582	59 Added 2.26%	2,669 $343,000
Q1 2025 Apr 10, 2025	BUY	$115.08 - $123.97 $4,603 - $4,958	40 Added 1.56%	2,610 $302,000
Q4 2024 Jan 16, 2025	BUY	$117.09 - $123.07 $3,161 - $3,322	27 Added 1.06%	2,570 $301,000
Q3 2024 Oct 07, 2024	SELL	$107.72 - $119.96 $9,048 - $10,076	-84 Reduced 3.2%	2,543 $304,000
Q2 2024 Jul 23, 2024	BUY	$104.94 - $113.51 $2,623 - $2,837	25 Added 0.96%	2,627 $295,000
Q1 2024 Apr 15, 2024	BUY	$100.68 - $110.5 $7,349 - $8,066	73 Added 2.89%	2,602 $287,000
Q4 2023 Feb 05, 2024	SELL	$88.97 - $103.1 $26,691 - $30,930	-300 Reduced 10.6%	2,529 $260,000
Q3 2023 Oct 24, 2023	SELL	$92.79 - $100.59 $463 - $502	-5 Reduced 0.18%	2,829 $263,000
Q2 2023 Jul 13, 2023	BUY	$91.33 - $98.06 $4,931 - $5,295	54 Added 1.94%	2,834 $274,000
Q1 2023 Apr 13, 2023	SELL	$86.24 - $94.55 $7,330 - $8,036	-85 Reduced 2.97%	2,780 $256,000
Q3 2022 Oct 12, 2022	BUY	$78.88 - $94.48 $21,613 - $25,887	274 Added 10.58%	2,865 $226,000
Q4 2021 Jan 21, 2022	SELL	$101.45 - $109.23 $20,898 - $22,501	-206 Reduced 7.37%	2,591 $278,000
Q3 2021 Oct 08, 2021	SELL	$101.52 - $107.65 $20,405 - $21,637	-201 Reduced 6.7%	2,797 $285,000
Q2 2021 Jul 13, 2021	BUY	$98.57 - $104.51 $6,702 - $7,106	68 Added 2.32%	2,998 $311,000
Q1 2021 Apr 12, 2021	BUY	$92.05 - $98.71 $7,179 - $7,699	78 Added 2.73%	2,930 $285,000
Q4 2020 Feb 01, 2021	BUY	$78.99 - $92.58 $225,279 - $264,038	2,852 New	2,852 $264,000

Others Institutions Holding VT

# of Institutions

1,144

Shares Held

112M

Call Options Held

314K

Put Options Held

91K

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Prosperity Planning, Inc. Vanguard Total World Stk Index Transaction History