XY Planning Network, Inc. MOAT Holdings History
XY Planning Network, Inc.'s VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-06-30, XY Planning Network, Inc. held 34,696.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $3.25 Mil. This investment constitutes 1.11% of their stock portfolio, and XY Planning Network, Inc. now holds 0.03% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2025Q2. And since then XY Planning Network, Inc. has made 1 purchases of MOAT, at an average price of $87.73, for a total of 34,696.00 shares. Based on historical transaction data and MOAT's current price of $98.45, XY Planning Network, Inc.'s estimated gain on his MOAT holdings is $371,941.12, reflecting a 12.22% gain to date.
XY Planning Network, Inc. MOAT ($98.45) Holding Chart
XY Planning Network, Inc. MOAT ($98.45) 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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