2040 Preservation Blend Portfolio VHT Holdings History
2040 Preservation Blend Portfolio's Vanguard Health Care ETF Holding Summary
As of 2023-05-31, 2040 Preservation Blend Portfolio held 36,199.00 shares of Vanguard Health Care ETF(VHT), totaling $8.54 Mil. This investment constitutes 4.06% of their stock portfolio, and 2040 Preservation Blend Portfolio now holds 0.05% of the outstanding Vanguard Health Care ETF(VHT) stock.
The initial trade took place in 2019Q4. And since then 2040 Preservation Blend Portfolio has made 5 purchases of VHT, at an average price of $177.98, for a total of 54,930.00 shares. In addition, there have been 8 sales at an average price of $221.02 for 18,731.00 shares. Based on historical transaction data and VHT's current price of $245.40, 2040 Preservation Blend Portfolio's estimated gain on his VHT holdings is $3.25 Mil, reflecting a 33.21% gain to date.
2040 Preservation Blend Portfolio VHT ($245.40) Holding Chart
2040 Preservation Blend Portfolio VHT ($245.40) 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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