Number of Shares
100,285.00
Current Holdings Value*
$8.02 Mil
% of Portfolio
2.11%
Total Estimate Gain
$272,140.58
% of Total Estimate Gain
2.23%

2035 Preservation Blend Portfolio's Vanguard Real Estate Index Fund ETF Holding Summary

As of 2023-05-31, 2035 Preservation Blend Portfolio held 100,285.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $8.02 Mil. This investment constitutes 2.11% of their stock portfolio, and 2035 Preservation Blend Portfolio now holds 0.03% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.

The initial trade took place in 2019Q4. And since then 2035 Preservation Blend Portfolio has made 7 purchases of VNQ, at an average price of $86.84, for a total of 140,597.00 shares. In addition, there have been 5 sales at an average price of $87.59 for 40,312.00 shares. Based on historical transaction data and VNQ's current price of $89.25, 2035 Preservation Blend Portfolio's estimated gain on his VNQ holdings is $272,140.58, reflecting a 2.23% gain to date.

2035 Preservation Blend Portfolio VNQ ($89.25) Holding Chart

2035 Preservation Blend Portfolio VNQ ($89.25) 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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