Number of Shares
219,206.00
Current Holdings Value*
$11.19 Mil
% of Portfolio
10.87%
Total Estimate Gain
$2.43 Mil
% of Total Estimate Gain
21.21%

Lifestyle Blend Aggressive Portfolio's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-02-28, Lifestyle Blend Aggressive Portfolio held 219,206.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $11.19 Mil. This investment constitutes 10.87% of their stock portfolio, and Lifestyle Blend Aggressive Portfolio now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2019Q4. And since then Lifestyle Blend Aggressive Portfolio has made 9 purchases of VEA, at an average price of $46.33, for a total of 247,673.00 shares. In addition, there have been 5 sales at an average price of $39.16 for 28,467.00 shares. Based on historical transaction data and VEA's current price of $58.36, Lifestyle Blend Aggressive Portfolio's estimated gain on his VEA holdings is $2.43 Mil, reflecting a 21.21% gain to date.

Lifestyle Blend Aggressive Portfolio VEA ($58.36) Holding Chart

Lifestyle Blend Aggressive Portfolio VEA ($58.36) 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