Number of Shares
78,886.00
Current Holdings Value*
$7.41 Mil
% of Portfolio
7.19%
Total Estimate Gain
$-116,836.75
% of Total Estimate Gain
-0.53%

Lifestyle Blend Aggressive Portfolio's Vanguard Real Estate Index Fund ETF Holding Summary

As of 2025-02-28, Lifestyle Blend Aggressive Portfolio held 78,886.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $7.41 Mil. This investment constitutes 7.19% of their stock portfolio, and Lifestyle Blend Aggressive Portfolio now holds 0.02% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.

The initial trade took place in 2019Q4. And since then Lifestyle Blend Aggressive Portfolio has made 13 purchases of VNQ, at an average price of $91.96, for a total of 240,772.00 shares. In addition, there have been 5 sales at an average price of $91.31 for 161,886.00 shares. Based on historical transaction data and VNQ's current price of $91.80, Lifestyle Blend Aggressive Portfolio's estimated gain on his VNQ holdings is $-116,836.75, reflecting a -0.53% gain to date.

Lifestyle Blend Aggressive Portfolio VNQ ($91.80) Holding Chart

Lifestyle Blend Aggressive Portfolio VNQ ($91.80) 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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