Number of Shares
12,247.00
Current Holdings Value*
$1.55 Mil
% of Portfolio
4.41%
Total Estimate Gain
$659,676.41
% of Total Estimate Gain
36.73%

2010 Lifetime Blend Portfolio's Vanguard Energy ETF Holding Summary

As of 2025-02-28, 2010 Lifetime Blend Portfolio held 12,247.00 shares of Vanguard Energy ETF(VDE), totaling $1.55 Mil. This investment constitutes 4.41% of their stock portfolio, and 2010 Lifetime Blend Portfolio now holds 0.02% of the outstanding Vanguard Energy ETF(VDE) stock.

The initial trade took place in 2019Q4. And since then 2010 Lifetime Blend Portfolio has made 9 purchases of VDE, at an average price of $84.87, for a total of 21,162.00 shares. In addition, there have been 8 sales at an average price of $104.95 for 8,915.00 shares. Based on historical transaction data and VDE's current price of $124.11, 2010 Lifetime Blend Portfolio's estimated gain on his VDE holdings is $659,676.41, reflecting a 36.73% gain to date.

2010 Lifetime Blend Portfolio VDE ($124.11) Holding Chart

2010 Lifetime Blend Portfolio VDE ($124.11) 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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