Number of Shares
39,429.00
Current Holdings Value*
$7.75 Mil
% of Portfolio
3%
Total Estimate Gain
$1.54 Mil
% of Total Estimate Gain
18.28%

2025 Lifetime Blend Portfolio's Vanguard Materials ETF Holding Summary

As of 2025-02-28, 2025 Lifetime Blend Portfolio held 39,429.00 shares of Vanguard Materials ETF(VAW), totaling $7.75 Mil. This investment constitutes 3% of their stock portfolio, and 2025 Lifetime Blend Portfolio now holds 0.31% of the outstanding Vanguard Materials ETF(VAW) stock.

The initial trade took place in 2019Q4. And since then 2025 Lifetime Blend Portfolio has made 11 purchases of VAW, at an average price of $163.48, for a total of 51,658.00 shares. In addition, there have been 9 sales at an average price of $174.35 for 12,229.00 shares. Based on historical transaction data and VAW's current price of $199.27, 2025 Lifetime Blend Portfolio's estimated gain on his VAW holdings is $1.54 Mil, reflecting a 18.28% gain to date.

2025 Lifetime Blend Portfolio VAW ($199.27) Holding Chart

2025 Lifetime Blend Portfolio VAW ($199.27) 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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