2040 Lifetime Blend Portfolio VOO Holdings History
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 $582.86, 2040 Lifetime Blend Portfolio's estimated gain on his VOO holdings is $35.02 Mil, reflecting a 54.34% gain to date.
2040 Lifetime Blend Portfolio VOO ($582.86) Holding Chart
2040 Lifetime Blend Portfolio VOO ($582.86) 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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