A detailed history of Prosperity Planning, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Prosperity Planning, Inc. holds 2,231 shares of VYM stock, worth $274,591. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,231
Previous 2,084 7.05%
Holding current value
$274,591
Previous $252,000 4.76%
% of portfolio
0.09%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

BUY
$114.71 - $121.51 $16,862 - $17,861
147 Added 7.05%
2,231 $264,000
Q4 2023

Feb 05, 2024

SELL
$98.71 - $111.84 $136,614 - $154,786
-1,384 Reduced 39.91%
2,084 $232,000
Q3 2023

Oct 24, 2023

BUY
$103.32 - $110.34 $358,313 - $382,659
3,468 New
3,468 $358,000
Q2 2022

Jul 11, 2022

SELL
$99.2 - $114.57 $178,460 - $206,111
-1,799 Closed
0 $0
Q4 2021

Jan 21, 2022

BUY
$104.33 - $112.16 $187,689 - $201,775
1,799 New
1,799 $202,000

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
Track This Portfolio

Track Prosperity Planning, Inc. Portfolio

Follow Prosperity Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prosperity Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Planning, Inc. with notifications on news.