Xy Planning Network, Inc. Purchases and Sells in Q1 2025

Xy Planning Network, Inc.

$150 Billion
Q1 2025

Top Buys

Incresed Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	125K + 46.62%	$32.42 - $36.13 $4.06M - $4.52M	394K $13B
VTI	10.9K + 238.73%	$271.18 - $303.12 $2.95M - $3.3M	15.4K $4.24B
VEA	48.2K + 110.86%	$47.4 - $52.99 $2.29M - $2.56M	91.8K $4.66B
DFIC	37.6K + 31.66%	$25.54 - $28.79 $959K - $1.08M	156K $4.34B
VTIP	11.5K + 31.12%	$48.43 - $49.9 $556K - $573K	48.4K $2.41B
DFEM	21.3K + 25.51%	$25.35 - $27.46 $540K - $585K	105K $2.78B

New Holdings

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPMD	41.9K New	$50.21 - $57.73 $2.1M - $2.42M	41.9K $2.14B
NORTHERN LTS FD TR IV	10K New	N/A	10K $2.06B
IVV	3.6K New	$554.06 - $615.85 $2M - $2.22M	3.6K $2.03B
UYLD	27K New	N/A	27K $1.38B
VGSH	22.3K New	$58.07 - $58.69 $1.29M - $1.31M	22.3K $1.31B
DIMENSIONAL ETF TRUST	21.5K New	N/A	21.5K $1.15B

Top Sells

Reduced Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJH	-38.6K - 74.13%	$57.21 - $65.8 $2.21M - $2.54M	13.5K $787M
BIBL	-53.7K - 77.47%	$37.55 - $41.94 $2.02M - $2.25M	15.6K $600M
IJR	-10.1K - 52.72%	$102.49 - $119.96 $1.04M - $1.21M	9.07K $948M
MSFT	-2.67K - 78.99%	$375.39 - $447.2 $1M - $1.19M	709 $266M
VIG	-3.54K - 75.67%	N/A	1.14K $221M
VUG	-586 - 5.47%	$369.1 - $427.61 $216K - $251K	10.1K $3.76B

Activity Summary All Purchases 61 New Holdings 26 Increased Positions 35 All Sells 38 Reductions 38 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Xy Planning Network, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Xy Planning Network, Inc. with notifications on news.