Number of Shares
95,171.00
Current Holdings Value*
$12.05 Mil
% of Portfolio
4.23%
Total Estimate Gain
$2.83 Mil
% of Total Estimate Gain
21.88%

2035 Lifetime Blend Portfolio's Vanguard Energy ETF Holding Summary

As of 2025-02-28, 2035 Lifetime Blend Portfolio held 95,171.00 shares of Vanguard Energy ETF(VDE), totaling $12.05 Mil. This investment constitutes 4.23% of their stock portfolio, and 2035 Lifetime Blend Portfolio now holds 0.18% of the outstanding Vanguard Energy ETF(VDE) stock.

The initial trade took place in 2019Q4. And since then 2035 Lifetime Blend Portfolio has made 7 purchases of VDE, at an average price of $93.88, for a total of 137,801.00 shares. In addition, there have been 9 sales at an average price of $99.97 for 42,630.00 shares. Based on historical transaction data and VDE's current price of $120.89, 2035 Lifetime Blend Portfolio's estimated gain on his VDE holdings is $2.83 Mil, reflecting a 21.88% gain to date.

2035 Lifetime Blend Portfolio VDE ($120.89) Holding Chart

2035 Lifetime Blend Portfolio VDE ($120.89) 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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