Number of Shares
133,205.00
Current Holdings Value*
$7.59 Mil
% of Portfolio
2.59%
Total Estimate Gain
$945,584.43
% of Total Estimate Gain
13.82%

XY Planning Network, Inc.'s Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-06-30, XY Planning Network, Inc. held 133,205.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $7.59 Mil. This investment constitutes 2.59% of their stock portfolio, and XY Planning Network, Inc. now holds 0% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2024Q4. And since then XY Planning Network, Inc. has made 2 purchases of VEA, at an average price of $51.37, for a total of 133,205.00 shares. Based on historical transaction data and VEA's current price of $58.47, XY Planning Network, Inc.'s estimated gain on his VEA holdings is $945,584.43, reflecting a 13.82% gain to date.

XY Planning Network, Inc. VEA ($58.47) Holding Chart

XY Planning Network, Inc. VEA ($58.47) 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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