Number of Shares
40,793.00
Current Holdings Value*
$9.62 Mil
% of Portfolio
2.53%
Total Estimate Gain
$4.02 Mil
% of Total Estimate Gain
36.73%

2035 Preservation Blend Portfolio's Vanguard Health Care ETF Holding Summary

As of 2023-05-31, 2035 Preservation Blend Portfolio held 40,793.00 shares of Vanguard Health Care ETF(VHT), totaling $9.62 Mil. This investment constitutes 2.53% of their stock portfolio, and 2035 Preservation Blend Portfolio now holds 0.06% of the outstanding Vanguard Health Care ETF(VHT) stock.

The initial trade took place in 2019Q4. And since then 2035 Preservation Blend Portfolio has made 4 purchases of VHT, at an average price of $176.94, for a total of 61,855.00 shares. In addition, there have been 9 sales at an average price of $225.75 for 21,062.00 shares. Based on historical transaction data and VHT's current price of $250.28, 2035 Preservation Blend Portfolio's estimated gain on his VHT holdings is $4.02 Mil, reflecting a 36.73% gain to date.

2035 Preservation Blend Portfolio VHT ($250.28) Holding Chart

2035 Preservation Blend Portfolio VHT ($250.28) 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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