Number of Shares
548,458.00
Current Holdings Value*
$28.01 Mil
% of Portfolio
11.87%
Total Estimate Gain
$5.78 Mil
% of Total Estimate Gain
22.19%

2040 Lifetime Blend Portfolio's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-02-28, 2040 Lifetime Blend Portfolio held 548,458.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $28.01 Mil. This investment constitutes 11.87% of their stock portfolio, and 2040 Lifetime Blend Portfolio now holds 0.02% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2019Q4. And since then 2040 Lifetime Blend Portfolio has made 17 purchases of VEA, at an average price of $46.22, for a total of 563,435.00 shares. In addition, there have been 3 sales at an average price of $36.70 for 14,977.00 shares. Based on historical transaction data and VEA's current price of $57.01, 2040 Lifetime Blend Portfolio's estimated gain on his VEA holdings is $5.78 Mil, reflecting a 22.19% gain to date.

2040 Lifetime Blend Portfolio VEA ($57.01) Holding Chart

2040 Lifetime Blend Portfolio VEA ($57.01) 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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