Number of Shares
18,513.00
Current Holdings Value*
$4.37 Mil
% of Portfolio
8.98%
Total Estimate Gain
$1.18 Mil
% of Total Estimate Gain
29.30%

2055 Preservation Blend Portfolio's Vanguard Health Care ETF Holding Summary

As of 2023-05-31, 2055 Preservation Blend Portfolio held 18,513.00 shares of Vanguard Health Care ETF(VHT), totaling $4.37 Mil. This investment constitutes 8.98% of their stock portfolio, and 2055 Preservation Blend Portfolio now holds 0.03% of the outstanding Vanguard Health Care ETF(VHT) stock.

The initial trade took place in 2019Q4. And since then 2055 Preservation Blend Portfolio has made 7 purchases of VHT, at an average price of $186.99, for a total of 21,491.00 shares. In addition, there have been 6 sales at an average price of $232.20 for 2,978.00 shares. Based on historical transaction data and VHT's current price of $243.33, 2055 Preservation Blend Portfolio's estimated gain on his VHT holdings is $1.18 Mil, reflecting a 29.30% gain to date.

2055 Preservation Blend Portfolio VHT ($243.33) Holding Chart

2055 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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