Number of Shares
7,539.00
Current Holdings Value*
$798,150.00
% of Portfolio
0.97%
Total Estimate Gain
$345,166.91
% of Total Estimate Gain
7.54%

2050 Preservation Blend Portfolio's Vanguard Energy ETF Holding Summary

As of 2023-05-31, 2050 Preservation Blend Portfolio held 7,539.00 shares of Vanguard Energy ETF(VDE), totaling $798,150.00. This investment constitutes 0.97% of their stock portfolio, and 2050 Preservation Blend Portfolio now holds 0.01% of the outstanding Vanguard Energy ETF(VDE) stock.

The initial trade took place in 2019Q4. And since then 2050 Preservation Blend Portfolio has made 3 purchases of VDE, at an average price of $72.87, for a total of 62,794.00 shares. In addition, there have been 5 sales at an average price of $72.53 for 55,255.00 shares. Based on historical transaction data and VDE's current price of $121.13, 2050 Preservation Blend Portfolio's estimated gain on his VDE holdings is $345,166.91, reflecting a 7.54% gain to date.

2050 Preservation Blend Portfolio VDE ($121.13) Holding Chart

2050 Preservation Blend Portfolio VDE ($121.13) 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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