Number of Shares
142,196.00
Current Holdings Value*
$11.38 Mil
% of Portfolio
2.08%
Total Estimate Gain
$518,717.63
% of Total Estimate Gain
3.68%

2030 Preservation Blend Portfolio's Vanguard Real Estate Index Fund ETF Holding Summary

As of 2023-05-31, 2030 Preservation Blend Portfolio held 142,196.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $11.38 Mil. This investment constitutes 2.08% of their stock portfolio, and 2030 Preservation Blend Portfolio now holds 0.04% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.

The initial trade took place in 2019Q4. And since then 2030 Preservation Blend Portfolio has made 6 purchases of VNQ, at an average price of $86.47, for a total of 162,867.00 shares. In addition, there have been 6 sales at an average price of $87.73 for 20,671.00 shares. Based on historical transaction data and VNQ's current price of $89.94, 2030 Preservation Blend Portfolio's estimated gain on his VNQ holdings is $518,717.63, reflecting a 3.68% gain to date.

2030 Preservation Blend Portfolio VNQ ($89.94) Holding Chart

2030 Preservation Blend Portfolio VNQ ($89.94) 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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