XY Planning Network, Inc. VTI Holdings History
XY Planning Network, Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, XY Planning Network, Inc. held 68,911.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $20.94 Mil. This investment constitutes 7.13% of their stock portfolio, and XY Planning Network, Inc. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2024Q4. And since then XY Planning Network, Inc. has made 2 purchases of VTI, at an average price of $283.34, for a total of 68,911.00 shares. Based on historical transaction data and VTI's current price of $311.79, XY Planning Network, Inc.'s estimated gain on his VTI holdings is $1.96 Mil, reflecting a 10.04% gain to date.
XY Planning Network, Inc. VTI ($311.79) Holding Chart
XY Planning Network, Inc. VTI ($311.79) 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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