Divergent Planning, LLC MDY Holdings History
Divergent Planning, LLC's S&P MidCap 400 ETF Holding Summary
As of 2025-06-30, Divergent Planning, LLC held - shares of S&P MidCap 400 ETF(MDY), totaling N/A. This investment constitutes 0% of their stock portfolio, and Divergent Planning, LLC now holds 0% of the outstanding S&P MidCap 400 ETF(MDY) stock.
The initial trade took place in 2023Q1. And since then Divergent Planning, LLC has made 8 purchases of MDY, at an average price of $477.79, for a total of 66,502.00 shares. In addition, there have been 1 sales at an average price of $536.67 for 66,502.00 shares. Based on historical transaction data and MDY's current price of $588.03, Divergent Planning, LLC's estimated gain on his MDY holdings is $3.92 Mil, reflecting a 12.32% gain to date.
Divergent Planning, LLC MDY ($588.03) Holding Chart
Divergent Planning, LLC MDY ($588.03) 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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