Number of Shares
6,368.00
Current Holdings Value*
$3.48 Mil
% of Portfolio
1.35%
Total Estimate Gain
$1.82 Mil
% of Total Estimate Gain
19.11%

2025 Lifetime Blend Portfolio's Vanguard S&P 500 ETF Holding Summary

As of 2025-02-28, 2025 Lifetime Blend Portfolio held 6,368.00 shares of Vanguard S&P 500 ETF(VOO), totaling $3.48 Mil. This investment constitutes 1.35% of their stock portfolio, and 2025 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 2025 Lifetime Blend Portfolio has made 10 purchases of VOO, at an average price of $373.76, for a total of 25,509.00 shares. In addition, there have been 3 sales at an average price of $400.21 for 19,141.00 shares. Based on historical transaction data and VOO's current price of $580.38, 2025 Lifetime Blend Portfolio's estimated gain on his VOO holdings is $1.82 Mil, reflecting a 19.11% gain to date.

2025 Lifetime Blend Portfolio VOO ($580.38) Holding Chart

2025 Lifetime Blend Portfolio VOO ($580.38) 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