Number of Shares
849.00
Current Holdings Value*
$463,830.00
% of Portfolio
1.07%
Total Estimate Gain
$38,088.25
% of Total Estimate Gain
2.04%

2015 Lifetime Blend Portfolio's Vanguard S&P 500 ETF Holding Summary

As of 2025-02-28, 2015 Lifetime Blend Portfolio held 849.00 shares of Vanguard S&P 500 ETF(VOO), totaling $463,830.00. This investment constitutes 1.07% of their stock portfolio, and 2015 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 2015 Lifetime Blend Portfolio has made 9 purchases of VOO, at an average price of $417.98, for a total of 4,467.00 shares. In addition, there have been 4 sales at an average price of $391.15 for 3,618.00 shares. Based on historical transaction data and VOO's current price of $577.18, 2015 Lifetime Blend Portfolio's estimated gain on his VOO holdings is $38,088.25, reflecting a 2.04% gain to date.

2015 Lifetime Blend Portfolio VOO ($577.18) Holding Chart

2015 Lifetime Blend Portfolio VOO ($577.18) 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