Number of Shares
11,212.00
Current Holdings Value*
$2.64 Mil
% of Portfolio
8.94%
Total Estimate Gain
$565,804.44
% of Total Estimate Gain
23.64%

2060 Preservation Blend Portfolio's Vanguard Health Care ETF Holding Summary

As of 2023-05-31, 2060 Preservation Blend Portfolio held 11,212.00 shares of Vanguard Health Care ETF(VHT), totaling $2.64 Mil. This investment constitutes 8.94% of their stock portfolio, and 2060 Preservation Blend Portfolio now holds 0.02% of the outstanding Vanguard Health Care ETF(VHT) stock.

The initial trade took place in 2019Q4. And since then 2060 Preservation Blend Portfolio has made 10 purchases of VHT, at an average price of $198.11, for a total of 12,082.00 shares. In addition, there have been 3 sales at an average price of $241.46 for 870.00 shares. Based on historical transaction data and VHT's current price of $245.21, 2060 Preservation Blend Portfolio's estimated gain on his VHT holdings is $565,804.44, reflecting a 23.64% gain to date.

2060 Preservation Blend Portfolio VHT ($245.21) Holding Chart

2060 Preservation Blend Portfolio VHT ($245.21) 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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