Number of Shares
657.00
Current Holdings Value*
$358,940.00
% of Portfolio
1.02%
Total Estimate Gain
$20,899.59
% of Total Estimate Gain
1.40%

2010 Lifetime Blend Portfolio's Vanguard S&P 500 ETF Holding Summary

As of 2025-02-28, 2010 Lifetime Blend Portfolio held 657.00 shares of Vanguard S&P 500 ETF(VOO), totaling $358,940.00. This investment constitutes 1.02% of their stock portfolio, and 2010 Lifetime Blend Portfolio now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2019Q4. And since then 2010 Lifetime Blend Portfolio has made 6 purchases of VOO, at an average price of $420.03, for a total of 3,548.00 shares. In addition, there have been 7 sales at an average price of $392.36 for 2,891.00 shares. Based on historical transaction data and VOO's current price of $573.61, 2010 Lifetime Blend Portfolio's estimated gain on his VOO holdings is $20,899.59, reflecting a 1.40% gain to date.

2010 Lifetime Blend Portfolio VOO ($573.61) Holding Chart

2010 Lifetime Blend Portfolio VOO ($573.61) 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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