Prosperity Planning, Inc. Vanguard Whitehall Fds (Vangua Transaction History

Prosperity Planning, Inc.

$351 Million
Q3 2025

A detailed history of Prosperity Planning, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Prosperity Planning, Inc. holds 1,863 shares of VYM stock, worth $262,701. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,863

Previous 2,003 6.99%

Holding current value

$262,701

Previous $267,000 1.87%

% of portfolio

0.07%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	SELL	$132.9 - $142.03 $18,606 - $19,884	-140 Reduced 6.99%	1,863 $262,000
Q2 2025 Jul 11, 2025	SELL	$114.78 - $133.31 $918 - $1,066	-8 Reduced 0.4%	2,003 $267,000
Q1 2025 Apr 10, 2025	BUY	$126.11 - $135.06 $6,431 - $6,888	51 Added 2.6%	2,011 $256,000
Q4 2024 Jan 16, 2025	SELL	$126.68 - $134.74 $34,330 - $36,514	-271 Reduced 12.15%	1,960 $250,000
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

# of Institutions

2,096

Shares Held

190M

Call Options Held

2.01M

Put Options Held

167K

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About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Prosperity Planning, Inc. Vanguard Whitehall Fds (Vangua Transaction History