Number of Shares
24,133.00
Current Holdings Value*
$4.74 Mil
% of Portfolio
4.61%
Total Estimate Gain
$1.37 Mil
% of Total Estimate Gain
25.87%

Lifestyle Blend Aggressive Portfolio's Vanguard Materials ETF Holding Summary

As of 2025-02-28, Lifestyle Blend Aggressive Portfolio held 24,133.00 shares of Vanguard Materials ETF(VAW), totaling $4.74 Mil. This investment constitutes 4.61% of their stock portfolio, and Lifestyle Blend Aggressive Portfolio now holds 0.19% of the outstanding Vanguard Materials ETF(VAW) stock.

The initial trade took place in 2019Q4. And since then Lifestyle Blend Aggressive Portfolio has made 8 purchases of VAW, at an average price of $151.15, for a total of 35,080.00 shares. In addition, there have been 12 sales at an average price of $158.86 for 10,947.00 shares. Based on historical transaction data and VAW's current price of $204.48, Lifestyle Blend Aggressive Portfolio's estimated gain on his VAW holdings is $1.37 Mil, reflecting a 25.87% gain to date.

Lifestyle Blend Aggressive Portfolio VAW ($204.48) Holding Chart

Lifestyle Blend Aggressive Portfolio VAW ($204.48) 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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