Number of Shares
337,087.00
Current Holdings Value*
$15.08 Mil
% of Portfolio
6.39%
Total Estimate Gain
$2.52 Mil
% of Total Estimate Gain
10.01%

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

As of 2025-02-28, 2040 Lifetime Blend Portfolio held 337,087.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $15.08 Mil. This investment constitutes 6.39% of their stock portfolio, and 2040 Lifetime Blend Portfolio now holds 0.02% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2019Q4. And since then 2040 Lifetime Blend Portfolio has made 13 purchases of VWO, at an average price of $43.26, for a total of 581,368.00 shares. In addition, there have been 5 sales at an average price of $42.58 for 244,281.00 shares. Based on historical transaction data and VWO's current price of $51.23, 2040 Lifetime Blend Portfolio's estimated gain on his VWO holdings is $2.52 Mil, reflecting a 10.01% gain to date.

2040 Lifetime Blend Portfolio VWO ($51.23) Holding Chart

2040 Lifetime Blend Portfolio VWO ($51.23) 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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