Number of Shares
49,579.00
Current Holdings Value*
$27.09 Mil
% of Portfolio
26.3%
Total Estimate Gain
$9.24 Mil
% of Total Estimate Gain
39.24%

Lifestyle Blend Aggressive Portfolio's Vanguard S&P 500 ETF Holding Summary

As of 2025-02-28, Lifestyle Blend Aggressive Portfolio held 49,579.00 shares of Vanguard S&P 500 ETF(VOO), totaling $27.09 Mil. This investment constitutes 26.3% of their stock portfolio, and Lifestyle Blend Aggressive Portfolio now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2019Q4. And since then Lifestyle Blend Aggressive Portfolio has made 9 purchases of VOO, at an average price of $390.56, for a total of 60,298.00 shares. In addition, there have been 11 sales at an average price of $370.83 for 10,719.00 shares. Based on historical transaction data and VOO's current price of $581.20, Lifestyle Blend Aggressive Portfolio's estimated gain on his VOO holdings is $9.24 Mil, reflecting a 39.24% gain to date.

Lifestyle Blend Aggressive Portfolio VOO ($581.20) Holding Chart

Lifestyle Blend Aggressive Portfolio VOO ($581.20) 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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