Number of Shares
6,887.00
Current Holdings Value*
$2.87 Mil
% of Portfolio
3.49%
Total Estimate Gain
$6.20 Mil
% of Total Estimate Gain
69.05%

2050 Preservation Blend Portfolio's Vanguard Information Technology ETF Holding Summary

As of 2023-05-31, 2050 Preservation Blend Portfolio held 6,887.00 shares of Vanguard Information Technology ETF(VGT), totaling $2.87 Mil. This investment constitutes 3.49% of their stock portfolio, and 2050 Preservation Blend Portfolio now holds 0.01% of the outstanding Vanguard Information Technology ETF(VGT) stock.

The initial trade took place in 2019Q4. And since then 2050 Preservation Blend Portfolio has made 4 purchases of VGT, at an average price of $223.74, for a total of 40,143.00 shares. In addition, there have been 9 sales at an average price of $314.51 for 33,256.00 shares. Based on historical transaction data and VGT's current price of $685.92, 2050 Preservation Blend Portfolio's estimated gain on his VGT holdings is $6.20 Mil, reflecting a 69.05% gain to date.

2050 Preservation Blend Portfolio VGT ($685.92) Holding Chart

2050 Preservation Blend Portfolio VGT ($685.92) 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 %

Top Ranked Articles

  • 1