Number of Shares
10,117.00
Current Holdings Value*
$5.75 Mil
% of Portfolio
1.96%
Total Estimate Gain
$493,528.62
% of Total Estimate Gain
9.22%

XY Planning Network, Inc.'s Vanguard S&P 500 ETF Holding Summary

As of 2025-06-30, XY Planning Network, Inc. held 10,117.00 shares of Vanguard S&P 500 ETF(VOO), totaling $5.75 Mil. This investment constitutes 1.96% of their stock portfolio, and XY Planning Network, Inc. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2024Q4. And since then XY Planning Network, Inc. has made 2 purchases of VOO, at an average price of $529.17, for a total of 10,117.00 shares. Based on historical transaction data and VOO's current price of $577.95, XY Planning Network, Inc.'s estimated gain on his VOO holdings is $493,528.62, reflecting a 9.22% gain to date.

XY Planning Network, Inc. VOO ($577.95) Holding Chart

XY Planning Network, Inc. VOO ($577.95) 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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