Number of Shares
71,609.00
Current Holdings Value*
$9.07 Mil
% of Portfolio
8.8%
Total Estimate Gain
$4.00 Mil
% of Total Estimate Gain
37.18%

Lifestyle Blend Aggressive Portfolio's Vanguard Energy ETF Holding Summary

As of 2025-02-28, Lifestyle Blend Aggressive Portfolio held 71,609.00 shares of Vanguard Energy ETF(VDE), totaling $9.07 Mil. This investment constitutes 8.8% of their stock portfolio, and Lifestyle Blend Aggressive Portfolio now holds 0.13% of the outstanding Vanguard Energy ETF(VDE) stock.

The initial trade took place in 2019Q4. And since then Lifestyle Blend Aggressive Portfolio has made 9 purchases of VDE, at an average price of $82.82, for a total of 129,908.00 shares. In addition, there have been 7 sales at an average price of $103.85 for 58,299.00 shares. Based on historical transaction data and VDE's current price of $121.57, Lifestyle Blend Aggressive Portfolio's estimated gain on his VDE holdings is $4.00 Mil, reflecting a 37.18% gain to date.

Lifestyle Blend Aggressive Portfolio VDE ($121.57) Holding Chart

Lifestyle Blend Aggressive Portfolio VDE ($121.57) 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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