Number of Shares
17,360.00
Current Holdings Value*
$1.63 Mil
% of Portfolio
3.76%
Total Estimate Gain
$-42,218.18
% of Total Estimate Gain
-1.82%

2015 Lifetime Blend Portfolio's Vanguard Real Estate Index Fund ETF Holding Summary

As of 2025-02-28, 2015 Lifetime Blend Portfolio held 17,360.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $1.63 Mil. This investment constitutes 3.76% of their stock portfolio, and 2015 Lifetime Blend Portfolio now holds 0% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.

The initial trade took place in 2019Q4. And since then 2015 Lifetime Blend Portfolio has made 13 purchases of VNQ, at an average price of $90.31, for a total of 25,678.00 shares. In addition, there have been 6 sales at an average price of $86.25 for 8,318.00 shares. Based on historical transaction data and VNQ's current price of $89.83, 2015 Lifetime Blend Portfolio's estimated gain on his VNQ holdings is $-42,218.18, reflecting a -1.82% gain to date.

2015 Lifetime Blend Portfolio VNQ ($89.83) Holding Chart

2015 Lifetime Blend Portfolio VNQ ($89.83) 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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