Number of Shares
441,439.00
Current Holdings Value*
$34.82 Mil
% of Portfolio
8.8%
Total Estimate Gain
$687,377.02
% of Total Estimate Gain
1.78%

Lifestyle Blend Balanced Portfolio's Vanguard Short-Term Corporate Bond ETF Holding Summary

As of 2025-02-28, Lifestyle Blend Balanced Portfolio held 441,439.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $34.82 Mil. This investment constitutes 8.8% of their stock portfolio, and Lifestyle Blend Balanced Portfolio now holds 0.1% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.

The initial trade took place in 2019Q4. And since then Lifestyle Blend Balanced Portfolio has made 14 purchases of VCSH, at an average price of $77.64, for a total of 497,232.00 shares. In addition, there have been 6 sales at an average price of $76.94 for 55,793.00 shares. Based on historical transaction data and VCSH's current price of $79.29, Lifestyle Blend Balanced Portfolio's estimated gain on his VCSH holdings is $687,377.02, reflecting a 1.78% gain to date.

Lifestyle Blend Balanced Portfolio VCSH ($79.29) Holding Chart

Lifestyle Blend Balanced Portfolio VCSH ($79.29) 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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