Number of Shares
35,691.00
Current Holdings Value*
$8.42 Mil
% of Portfolio
6.85%
Total Estimate Gain
$2.92 Mil
% of Total Estimate Gain
31.62%

2045 Preservation Blend Portfolio's Vanguard Health Care ETF Holding Summary

As of 2023-05-31, 2045 Preservation Blend Portfolio held 35,691.00 shares of Vanguard Health Care ETF(VHT), totaling $8.42 Mil. This investment constitutes 6.85% of their stock portfolio, and 2045 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 2045 Preservation Blend Portfolio has made 6 purchases of VHT, at an average price of $180.49, for a total of 51,156.00 shares. In addition, there have been 7 sales at an average price of $212.70 for 15,465.00 shares. Based on historical transaction data and VHT's current price of $248.34, 2045 Preservation Blend Portfolio's estimated gain on his VHT holdings is $2.92 Mil, reflecting a 31.62% gain to date.

2045 Preservation Blend Portfolio VHT ($248.34) Holding Chart

2045 Preservation Blend Portfolio VHT ($248.34) 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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