Lifestyle Blend Aggressive Portfolio VSS Holdings History
Lifestyle Blend Aggressive Portfolio's Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF Holding Summary
As of 2025-02-28, Lifestyle Blend Aggressive Portfolio held 32,320.00 shares of Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF(VSS), totaling $3.72 Mil. This investment constitutes 3.62% of their stock portfolio, and Lifestyle Blend Aggressive Portfolio now holds 0.05% of the outstanding Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF(VSS) stock.
The initial trade took place in 2019Q4. And since then Lifestyle Blend Aggressive Portfolio has made 13 purchases of VSS, at an average price of $104.36, for a total of 51,060.00 shares. In addition, there have been 7 sales at an average price of $115.79 for 39,589.00 shares. Based on historical transaction data and VSS's current price of $137.94, Lifestyle Blend Aggressive Portfolio's estimated gain on his VSS holdings is $838,045.82, reflecting a 15.73% gain to date.
Lifestyle Blend Aggressive Portfolio VSS ($137.94) Holding Chart
Lifestyle Blend Aggressive Portfolio VSS ($137.94) 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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