Number of Shares
213,115.00
Current Holdings Value*
$9.53 Mil
% of Portfolio
9.26%
Total Estimate Gain
$2.11 Mil
% of Total Estimate Gain
9.53%

Lifestyle Blend Aggressive Portfolio's Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2025-02-28, Lifestyle Blend Aggressive Portfolio held 213,115.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $9.53 Mil. This investment constitutes 9.26% of their stock portfolio, and Lifestyle Blend Aggressive Portfolio now holds 0.01% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2019Q4. And since then Lifestyle Blend Aggressive Portfolio has made 7 purchases of VWO, at an average price of $41.67, for a total of 531,537.00 shares. In addition, there have been 11 sales at an average price of $41.92 for 318,422.00 shares. Based on historical transaction data and VWO's current price of $51.20, Lifestyle Blend Aggressive Portfolio's estimated gain on his VWO holdings is $2.11 Mil, reflecting a 9.53% gain to date.

Lifestyle Blend Aggressive Portfolio VWO ($51.20) Holding Chart

Lifestyle Blend Aggressive Portfolio VWO ($51.20) 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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