Number of Shares
29,950.00
Current Holdings Value*
$7.06 Mil
% of Portfolio
8.6%
Total Estimate Gain
$2.22 Mil
% of Total Estimate Gain
28.18%

2050 Preservation Blend Portfolio's Vanguard Health Care ETF Holding Summary

As of 2023-05-31, 2050 Preservation Blend Portfolio held 29,950.00 shares of Vanguard Health Care ETF(VHT), totaling $7.06 Mil. This investment constitutes 8.6% of their stock portfolio, and 2050 Preservation Blend Portfolio now holds 0.04% of the outstanding Vanguard Health Care ETF(VHT) stock.

The initial trade took place in 2019Q4. And since then 2050 Preservation Blend Portfolio has made 5 purchases of VHT, at an average price of $182.74, for a total of 43,168.00 shares. In addition, there have been 8 sales at an average price of $213.63 for 13,218.00 shares. Based on historical transaction data and VHT's current price of $243.33, 2050 Preservation Blend Portfolio's estimated gain on his VHT holdings is $2.22 Mil, reflecting a 28.18% gain to date.

2050 Preservation Blend Portfolio VHT ($243.33) Holding Chart

2050 Preservation Blend Portfolio VHT ($243.33) 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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