2040 Lifetime Blend Portfolio VSS Holdings History
2040 Lifetime Blend Portfolio's Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF Holding Summary
As of 2025-02-28, 2040 Lifetime Blend Portfolio held 54,549.00 shares of Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF(VSS), totaling $6.29 Mil. This investment constitutes 2.66% of their stock portfolio, and 2040 Lifetime Blend Portfolio now holds 0.09% of the outstanding Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF(VSS) stock.
The initial trade took place in 2019Q4. And since then 2040 Lifetime Blend Portfolio has made 16 purchases of VSS, at an average price of $109.24, for a total of 109,018.00 shares. In addition, there have been 4 sales at an average price of $116.38 for 54,469.00 shares. Based on historical transaction data and VSS's current price of $136.27, 2040 Lifetime Blend Portfolio's estimated gain on his VSS holdings is $1.86 Mil, reflecting a 15.64% gain to date.
2040 Lifetime Blend Portfolio VSS ($136.27) Holding Chart
2040 Lifetime Blend Portfolio VSS ($136.27) 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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