2035 Preservation Blend Portfolio VDE Holdings History
2035 Preservation Blend Portfolio's Vanguard Energy ETF Holding Summary
As of 2023-05-31, 2035 Preservation Blend Portfolio held 73,606.00 shares of Vanguard Energy ETF(VDE), totaling $7.79 Mil. This investment constitutes 2.05% of their stock portfolio, and 2035 Preservation Blend Portfolio now holds 0.11% of the outstanding Vanguard Energy ETF(VDE) stock.
The initial trade took place in 2019Q4. And since then 2035 Preservation Blend Portfolio has made 4 purchases of VDE, at an average price of $86.46, for a total of 139,074.00 shares. In addition, there have been 6 sales at an average price of $82.47 for 65,468.00 shares. Based on historical transaction data and VDE's current price of $123.15, 2035 Preservation Blend Portfolio's estimated gain on his VDE holdings is $2.44 Mil, reflecting a 20.28% gain to date.
2035 Preservation Blend Portfolio VDE ($123.15) Holding Chart
2035 Preservation Blend Portfolio VDE ($123.15) 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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