Number of Shares
162,039.00
Current Holdings Value*
$88.53 Mil
% of Portfolio
37.52%
Total Estimate Gain
$34.22 Mil
% of Total Estimate Gain
53.10%

2040 Lifetime Blend Portfolio's Vanguard S&P 500 ETF Holding Summary

As of 2025-02-28, 2040 Lifetime Blend Portfolio held 162,039.00 shares of Vanguard S&P 500 ETF(VOO), totaling $88.53 Mil. This investment constitutes 37.52% of their stock portfolio, and 2040 Lifetime Blend Portfolio now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2019Q4. And since then 2040 Lifetime Blend Portfolio has made 16 purchases of VOO, at an average price of $369.14, for a total of 174,588.00 shares. In addition, there have been 4 sales at an average price of $399.94 for 12,549.00 shares. Based on historical transaction data and VOO's current price of $577.95, 2040 Lifetime Blend Portfolio's estimated gain on his VOO holdings is $34.22 Mil, reflecting a 53.10% gain to date.

2040 Lifetime Blend Portfolio VOO ($577.95) Holding Chart

2040 Lifetime Blend Portfolio VOO ($577.95) 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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