Number of Shares
2,577.00
Current Holdings Value*
$1.07 Mil
% of Portfolio
3.63%
Total Estimate Gain
$1.69 Mil
% of Total Estimate Gain
84.73%

2060 Preservation Blend Portfolio's Vanguard Information Technology ETF Holding Summary

As of 2023-05-31, 2060 Preservation Blend Portfolio held 2,577.00 shares of Vanguard Information Technology ETF(VGT), totaling $1.07 Mil. This investment constitutes 3.63% of their stock portfolio, and 2060 Preservation Blend Portfolio now holds 0% of the outstanding Vanguard Information Technology ETF(VGT) stock.

The initial trade took place in 2019Q4. And since then 2060 Preservation Blend Portfolio has made 5 purchases of VGT, at an average price of $245.26, for a total of 8,148.00 shares. In addition, there have been 8 sales at an average price of $352.57 for 5,571.00 shares. Based on historical transaction data and VGT's current price of $670.33, 2060 Preservation Blend Portfolio's estimated gain on his VGT holdings is $1.69 Mil, reflecting a 84.73% gain to date.

2060 Preservation Blend Portfolio VGT ($670.33) Holding Chart

2060 Preservation Blend Portfolio VGT ($670.33) 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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