Ownership history in Prosperity Planning, Inc. · 21 quarters on record
This page tracks every 13F SEC filing in which Prosperity Planning, Inc. reported a position in AMERICAN CENTY ETF TR (AVUV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 74,696 | +3,651 | +5.1% | 1.99% | $7.6M | $101.72 |
| 2025 Q3 | ADDED | 71,045 | +5,019 | +7.6% | 1.91% | $7.1M | $98.91 |
| 2025 Q2 | ADDED | 66,026 | +10,328 | +18.5% | 1.74% | $6.0M | $90.12 |
| 2025 Q1 | ADDED | 55,698 | +7,816 | +16.3% | 1.52% | $4.9M | $85.82 |
| 2024 Q4 | ADDED | 47,882 | +7,781 | +19.4% | 1.48% | $4.6M | $94.68 |
| 2024 Q3 | ADDED | 40,101 | +11,163 | +38.6% | 1.22% | $3.8M | $93.71 |
| 2024 Q2 | ADDED | 28,938 | +8,875 | +44.2% | 0.89% | $2.6M | $87.27 |
| 2024 Q1 | REDUCED | 20,063 | -81 | -0.4% | 0.65% | $1.9M | $90.71 |
| 2023 Q4 | ADDED | 20,144 | +517 | +2.6% | 0.68% | $1.8M | $86.63 |
| 2023 Q3 | REDUCED | 19,627 | -58 | -0.3% | 0.64% | $1.5M | $74.83 |
As of 2025 Q4 — sorted by position size