Number of Shares
214,471.00
Current Holdings Value*
$8.38 Mil
% of Portfolio
28.32%
Total Estimate Gain
$2.03 Mil
% of Total Estimate Gain
21.03%

2060 Preservation Blend Portfolio's Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2023-05-31, 2060 Preservation Blend Portfolio held 214,471.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $8.38 Mil. This investment constitutes 28.32% of their stock portfolio, and 2060 Preservation Blend Portfolio now holds 0.01% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2019Q4. And since then 2060 Preservation Blend Portfolio has made 9 purchases of VWO, at an average price of $40.43, for a total of 239,143.00 shares. In addition, there have been 4 sales at an average price of $43.23 for 24,672.00 shares. Based on historical transaction data and VWO's current price of $49.59, 2060 Preservation Blend Portfolio's estimated gain on his VWO holdings is $2.03 Mil, reflecting a 21.03% gain to date.

2060 Preservation Blend Portfolio VWO ($49.59) Holding Chart

2060 Preservation Blend Portfolio VWO ($49.59) 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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