Number of Shares
116,823.00
Current Holdings Value*
$14.79 Mil
% of Portfolio
5.72%
Total Estimate Gain
$4.88 Mil
% of Total Estimate Gain
29.74%

2025 Lifetime Blend Portfolio's Vanguard Energy ETF Holding Summary

As of 2025-02-28, 2025 Lifetime Blend Portfolio held 116,823.00 shares of Vanguard Energy ETF(VDE), totaling $14.79 Mil. This investment constitutes 5.72% of their stock portfolio, and 2025 Lifetime Blend Portfolio now holds 0.22% of the outstanding Vanguard Energy ETF(VDE) stock.

The initial trade took place in 2019Q4. And since then 2025 Lifetime Blend Portfolio has made 8 purchases of VDE, at an average price of $91.42, for a total of 179,506.00 shares. In addition, there have been 8 sales at an average price of $112.34 for 62,683.00 shares. Based on historical transaction data and VDE's current price of $121.98, 2025 Lifetime Blend Portfolio's estimated gain on his VDE holdings is $4.88 Mil, reflecting a 29.74% gain to date.

2025 Lifetime Blend Portfolio VDE ($121.98) Holding Chart

2025 Lifetime Blend Portfolio VDE ($121.98) 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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