Number of Shares
126,053.00
Current Holdings Value*
$11.84 Mil
% of Portfolio
4.58%
Total Estimate Gain
$-505,821.85
% of Total Estimate Gain
-3.31%

2025 Lifetime Blend Portfolio's Vanguard Real Estate Index Fund ETF Holding Summary

As of 2025-02-28, 2025 Lifetime Blend Portfolio held 126,053.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $11.84 Mil. This investment constitutes 4.58% of their stock portfolio, and 2025 Lifetime Blend Portfolio now holds 0.03% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.

The initial trade took place in 2019Q4. And since then 2025 Lifetime Blend Portfolio has made 14 purchases of VNQ, at an average price of $90.86, for a total of 167,991.00 shares. In addition, there have been 4 sales at an average price of $86.59 for 41,938.00 shares. Based on historical transaction data and VNQ's current price of $88.27, 2025 Lifetime Blend Portfolio's estimated gain on his VNQ holdings is $-505,821.85, reflecting a -3.31% gain to date.

2025 Lifetime Blend Portfolio VNQ ($88.27) Holding Chart

2025 Lifetime Blend Portfolio VNQ ($88.27) 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 %

Top Ranked Articles

  • 1