Number of Shares
11,685.00
Current Holdings Value*
$3.18 Mil
% of Portfolio
3.08%
Total Estimate Gain
$2.76 Mil
% of Total Estimate Gain
36.27%

Lifestyle Blend Aggressive Portfolio's Vanguard Health Care ETF Holding Summary

As of 2025-02-28, Lifestyle Blend Aggressive Portfolio held 11,685.00 shares of Vanguard Health Care ETF(VHT), totaling $3.18 Mil. This investment constitutes 3.08% of their stock portfolio, and Lifestyle Blend Aggressive Portfolio now holds 0.02% of the outstanding Vanguard Health Care ETF(VHT) stock.

The initial trade took place in 2019Q4. And since then Lifestyle Blend Aggressive Portfolio has made 9 purchases of VHT, at an average price of $186.88, for a total of 40,675.00 shares. In addition, there have been 11 sales at an average price of $256.26 for 28,990.00 shares. Based on historical transaction data and VHT's current price of $250.73, Lifestyle Blend Aggressive Portfolio's estimated gain on his VHT holdings is $2.76 Mil, reflecting a 36.27% gain to date.

Lifestyle Blend Aggressive Portfolio VHT ($250.73) Holding Chart

Lifestyle Blend Aggressive Portfolio VHT ($250.73) 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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