Number of Shares
51,983.00
Current Holdings Value*
$6.58 Mil
% of Portfolio
5.06%
Total Estimate Gain
$2.79 Mil
% of Total Estimate Gain
36.27%

2020 Lifetime Blend Portfolio's Vanguard Energy ETF Holding Summary

As of 2025-02-28, 2020 Lifetime Blend Portfolio held 51,983.00 shares of Vanguard Energy ETF(VDE), totaling $6.58 Mil. This investment constitutes 5.06% of their stock portfolio, and 2020 Lifetime Blend Portfolio now holds 0.1% of the outstanding Vanguard Energy ETF(VDE) stock.

The initial trade took place in 2019Q4. And since then 2020 Lifetime Blend Portfolio has made 8 purchases of VDE, at an average price of $85.78, for a total of 89,552.00 shares. In addition, there have been 8 sales at an average price of $110.33 for 37,569.00 shares. Based on historical transaction data and VDE's current price of $121.63, 2020 Lifetime Blend Portfolio's estimated gain on his VDE holdings is $2.79 Mil, reflecting a 36.27% gain to date.

2020 Lifetime Blend Portfolio VDE ($121.63) Holding Chart

2020 Lifetime Blend Portfolio VDE ($121.63) 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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