Number of Shares
71,761.00
Current Holdings Value*
$39.21 Mil
% of Portfolio
64.5%
Total Estimate Gain
$13.82 Mil
% of Total Estimate Gain
46.92%

2060 Lifetime Blend Portfolio's Vanguard S&P 500 ETF Holding Summary

As of 2025-02-28, 2060 Lifetime Blend Portfolio held 71,761.00 shares of Vanguard S&P 500 ETF(VOO), totaling $39.21 Mil. This investment constitutes 64.5% of their stock portfolio, and 2060 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 2060 Lifetime Blend Portfolio has made 19 purchases of VOO, at an average price of $389.36, for a total of 75,644.00 shares. In addition, there have been 1 sales at an average price of $372.20 for 3,883.00 shares. Based on historical transaction data and VOO's current price of $582.86, 2060 Lifetime Blend Portfolio's estimated gain on his VOO holdings is $13.82 Mil, reflecting a 46.92% gain to date.

2060 Lifetime Blend Portfolio VOO ($582.86) Holding Chart

2060 Lifetime Blend Portfolio VOO ($582.86) 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