Number of Shares
15,675.00
Current Holdings Value*
$1.98 Mil
% of Portfolio
4.58%
Total Estimate Gain
$856,962.52
% of Total Estimate Gain
34.32%

2015 Lifetime Blend Portfolio's Vanguard Energy ETF Holding Summary

As of 2025-02-28, 2015 Lifetime Blend Portfolio held 15,675.00 shares of Vanguard Energy ETF(VDE), totaling $1.98 Mil. This investment constitutes 4.58% of their stock portfolio, and 2015 Lifetime Blend Portfolio now holds 0.03% of the outstanding Vanguard Energy ETF(VDE) stock.

The initial trade took place in 2019Q4. And since then 2015 Lifetime Blend Portfolio has made 8 purchases of VDE, at an average price of $86.31, for a total of 28,929.00 shares. In addition, there have been 9 sales at an average price of $108.81 for 13,254.00 shares. Based on historical transaction data and VDE's current price of $121.96, 2015 Lifetime Blend Portfolio's estimated gain on his VDE holdings is $856,962.52, reflecting a 34.32% gain to date.

2015 Lifetime Blend Portfolio VDE ($121.96) Holding Chart

2015 Lifetime Blend Portfolio VDE ($121.96) 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 %

Top Ranked Articles

  • 1