Number of Shares
126,604.00
Current Holdings Value*
$69.17 Mil
% of Portfolio
24.27%
Total Estimate Gain
$29.76 Mil
% of Total Estimate Gain
54.93%

2035 Lifetime Blend Portfolio's Vanguard S&P 500 ETF Holding Summary

As of 2025-02-28, 2035 Lifetime Blend Portfolio held 126,604.00 shares of Vanguard S&P 500 ETF(VOO), totaling $69.17 Mil. This investment constitutes 24.27% of their stock portfolio, and 2035 Lifetime Blend Portfolio now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2019Q4. And since then 2035 Lifetime Blend Portfolio has made 15 purchases of VOO, at an average price of $355.91, for a total of 152,222.00 shares. In addition, there have been 5 sales at an average price of $425.42 for 25,618.00 shares. Based on historical transaction data and VOO's current price of $576.92, 2035 Lifetime Blend Portfolio's estimated gain on his VOO holdings is $29.76 Mil, reflecting a 54.93% gain to date.

2035 Lifetime Blend Portfolio VOO ($576.92) Holding Chart

2035 Lifetime Blend Portfolio VOO ($576.92) 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