Number of Shares
5,220.00
Current Holdings Value*
$3.12 Mil
% of Portfolio
1.1%
Total Estimate Gain
$4.41 Mil
% of Total Estimate Gain
74.30%

2035 Lifetime Blend Portfolio's Vanguard Information Technology ETF Holding Summary

As of 2025-02-28, 2035 Lifetime Blend Portfolio held 5,220.00 shares of Vanguard Information Technology ETF(VGT), totaling $3.12 Mil. This investment constitutes 1.1% of their stock portfolio, and 2035 Lifetime Blend Portfolio now holds 0% of the outstanding Vanguard Information Technology ETF(VGT) stock.

The initial trade took place in 2019Q4. And since then 2035 Lifetime Blend Portfolio has made 8 purchases of VGT, at an average price of $300.56, for a total of 19,738.00 shares. In addition, there have been 12 sales at an average price of $464.17 for 14,518.00 shares. Based on historical transaction data and VGT's current price of $689.88, 2035 Lifetime Blend Portfolio's estimated gain on his VGT holdings is $4.41 Mil, reflecting a 74.30% gain to date.

2035 Lifetime Blend Portfolio VGT ($689.88) Holding Chart

2035 Lifetime Blend Portfolio VGT ($689.88) 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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