Number of Shares
15,408.00
Current Holdings Value*
$4.19 Mil
% of Portfolio
1.78%
Total Estimate Gain
$1.48 Mil
% of Total Estimate Gain
16.63%

2040 Lifetime Blend Portfolio's Vanguard Health Care ETF Holding Summary

As of 2025-02-28, 2040 Lifetime Blend Portfolio held 15,408.00 shares of Vanguard Health Care ETF(VHT), totaling $4.19 Mil. This investment constitutes 1.78% of their stock portfolio, and 2040 Lifetime Blend Portfolio now holds 0.02% of the outstanding Vanguard Health Care ETF(VHT) stock.

The initial trade took place in 2019Q4. And since then 2040 Lifetime Blend Portfolio has made 13 purchases of VHT, at an average price of $219.22, for a total of 40,469.00 shares. In addition, there have been 7 sales at an average price of $261.41 for 25,061.00 shares. Based on historical transaction data and VHT's current price of $246.37, 2040 Lifetime Blend Portfolio's estimated gain on his VHT holdings is $1.48 Mil, reflecting a 16.63% gain to date.

2040 Lifetime Blend Portfolio VHT ($246.37) Holding Chart

2040 Lifetime Blend Portfolio VHT ($246.37) 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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