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 VANGUARD MALVERN FDS (VTIP). 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 | 336,401 | +23,564 | +7.5% | 4.35% | $16.6M | $49.46 |
| 2025 Q3 | ADDED | 312,837 | +14,972 | +5.0% | 4.27% | $15.8M | $49.27 |
| 2025 Q2 | ADDED | 297,865 | +5,225 | +1.8% | 4.32% | $15.0M | $48.51 |
| 2025 Q1 | ADDED | 292,640 | +11,904 | +4.2% | 4.57% | $14.6M | $48.06 |
| 2024 Q4 | ADDED | 280,736 | +12,460 | +4.6% | 4.36% | $13.6M | $46.63 |
| 2024 Q3 | ADDED | 268,276 | +8,161 | +3.1% | 4.19% | $13.2M | $46.68 |
| 2024 Q2 | ADDED | 260,115 | +11,145 | +4.5% | 4.32% | $12.6M | $45.53 |
| 2024 Q1 | ADDED | 248,970 | +29,901 | +13.6% | 4.13% | $11.9M | $44.90 |
| 2023 Q4 | ADDED | 219,069 | +5,157 | +2.4% | 3.90% | $10.4M | $44.52 |
| 2023 Q3 | ADDED | 213,912 | +13,152 | +6.6% | 4.23% | $10.1M | $43.42 |
As of 2025 Q4 — sorted by position size