Number of Shares
354,973.00
Current Holdings Value*
$13.86 Mil
% of Portfolio
28.5%
Total Estimate Gain
$3.78 Mil
% of Total Estimate Gain
21.36%

2055 Preservation Blend Portfolio's Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2023-05-31, 2055 Preservation Blend Portfolio held 354,973.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $13.86 Mil. This investment constitutes 28.5% of their stock portfolio, and 2055 Preservation Blend Portfolio now holds 0.02% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2019Q4. And since then 2055 Preservation Blend Portfolio has made 8 purchases of VWO, at an average price of $40.16, for a total of 440,873.00 shares. In addition, there have been 5 sales at an average price of $43.48 for 85,900.00 shares. Based on historical transaction data and VWO's current price of $50.01, 2055 Preservation Blend Portfolio's estimated gain on his VWO holdings is $3.78 Mil, reflecting a 21.36% gain to date.

2055 Preservation Blend Portfolio VWO ($50.01) Holding Chart

2055 Preservation Blend Portfolio VWO ($50.01) 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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