Number of Shares
2,890.00
Current Holdings Value*
$1.58 Mil
% of Portfolio
1.21%
Total Estimate Gain
$169,027.58
% of Total Estimate Gain
2.86%

2020 Lifetime Blend Portfolio's Vanguard S&P 500 ETF Holding Summary

As of 2025-02-28, 2020 Lifetime Blend Portfolio held 2,890.00 shares of Vanguard S&P 500 ETF(VOO), totaling $1.58 Mil. This investment constitutes 1.21% of their stock portfolio, and 2020 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 2020 Lifetime Blend Portfolio has made 6 purchases of VOO, at an average price of $392.15, for a total of 15,097.00 shares. In addition, there have been 7 sales at an average price of $363.40 for 12,207.00 shares. Based on historical transaction data and VOO's current price of $572.07, 2020 Lifetime Blend Portfolio's estimated gain on his VOO holdings is $169,027.58, reflecting a 2.86% gain to date.

2020 Lifetime Blend Portfolio VOO ($572.07) Holding Chart

2020 Lifetime Blend Portfolio VOO ($572.07) 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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