Prosperity Planning, Inc. VTIP Holdings History
Prosperity Planning, Inc.'s Vanguard Short-Term Inflation-Protected Securities Holding Summary
As of 2025-06-30, Prosperity Planning, Inc. held 297,865.00 shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $14.97 Mil. This investment constitutes 4.32% of their stock portfolio, and Prosperity Planning, Inc. now holds 0.1% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.
The initial trade took place in 2020Q4. And since then Prosperity Planning, Inc. has made 15 purchases of VTIP, at an average price of $49.79, for a total of 297,865.00 shares. Based on historical transaction data and VTIP's current price of $50.13, Prosperity Planning, Inc.'s estimated gain on his VTIP holdings is $102,398.04, reflecting a 0.69% gain to date.
Prosperity Planning, Inc. VTIP ($50.13) Holding Chart
Prosperity Planning, Inc. VTIP ($50.13) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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