Number of Shares
4,218.00
Current Holdings Value*
$2.52 Mil
% of Portfolio
2.45%
Total Estimate Gain
$5.36 Mil
% of Total Estimate Gain
70.16%

Lifestyle Blend Aggressive Portfolio's Vanguard Information Technology ETF Holding Summary

As of 2025-02-28, Lifestyle Blend Aggressive Portfolio held 4,218.00 shares of Vanguard Information Technology ETF(VGT), totaling $2.52 Mil. This investment constitutes 2.45% of their stock portfolio, and Lifestyle Blend Aggressive Portfolio now holds 0% of the outstanding Vanguard Information Technology ETF(VGT) stock.

The initial trade took place in 2019Q4. And since then Lifestyle Blend Aggressive Portfolio has made 5 purchases of VGT, at an average price of $261.50, for a total of 29,199.00 shares. In addition, there have been 15 sales at an average price of $404.95 for 24,981.00 shares. Based on historical transaction data and VGT's current price of $681.85, Lifestyle Blend Aggressive Portfolio's estimated gain on his VGT holdings is $5.36 Mil, reflecting a 70.16% gain to date.

Lifestyle Blend Aggressive Portfolio VGT ($681.85) Holding Chart

Lifestyle Blend Aggressive Portfolio VGT ($681.85) 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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