Number of Shares
558.00
Current Holdings Value*
$232,620.00
% of Portfolio
3.6%
Total Estimate Gain
$159,747.11
% of Total Estimate Gain
69.19%

2065 Preservation Blend Portfolio 's Vanguard Information Technology ETF Holding Summary

As of 2023-05-31, 2065 Preservation Blend Portfolio held 558.00 shares of Vanguard Information Technology ETF(VGT), totaling $232,620.00. This investment constitutes 3.6% of their stock portfolio, and 2065 Preservation Blend Portfolio now holds 0% of the outstanding Vanguard Information Technology ETF(VGT) stock.

The initial trade took place in 2020Q4. And since then 2065 Preservation Blend Portfolio has made 7 purchases of VGT, at an average price of $367.66, for a total of 628.00 shares. In addition, there have been 2 sales at an average price of $347.80 for 70.00 shares. Based on historical transaction data and VGT's current price of $656.44, 2065 Preservation Blend Portfolio 's estimated gain on his VGT holdings is $159,747.11, reflecting a 69.19% gain to date.

2065 Preservation Blend Portfolio VGT ($656.44) Holding Chart

2065 Preservation Blend Portfolio VGT ($656.44) 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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