Number of Shares
122,331.00
Current Holdings Value*
$66.83 Mil
% of Portfolio
64.36%
Total Estimate Gain
$24.66 Mil
% of Total Estimate Gain
48.63%

2055 Lifetime Blend Portfolio's Vanguard S&P 500 ETF Holding Summary

As of 2025-02-28, 2055 Lifetime Blend Portfolio held 122,331.00 shares of Vanguard S&P 500 ETF(VOO), totaling $66.83 Mil. This investment constitutes 64.36% of their stock portfolio, and 2055 Lifetime Blend Portfolio now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2019Q4. And since then 2055 Lifetime Blend Portfolio has made 19 purchases of VOO, at an average price of $375.04, for a total of 135,200.00 shares. In addition, there have been 1 sales at an average price of $372.20 for 12,869.00 shares. Based on historical transaction data and VOO's current price of $576.92, 2055 Lifetime Blend Portfolio's estimated gain on his VOO holdings is $24.66 Mil, reflecting a 48.63% gain to date.

2055 Lifetime Blend Portfolio VOO ($576.92) Holding Chart

2055 Lifetime Blend Portfolio VOO ($576.92) 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