Lifestyle Blend Balanced Portfolio VHT Holdings History
Lifestyle Blend Balanced Portfolio's Vanguard Health Care ETF Holding Summary
As of 2025-02-28, Lifestyle Blend Balanced Portfolio held 20,390.00 shares of Vanguard Health Care ETF(VHT), totaling $5.54 Mil. This investment constitutes 1.4% of their stock portfolio, and Lifestyle Blend Balanced Portfolio now holds 0.03% of the outstanding Vanguard Health Care ETF(VHT) stock.
The initial trade took place in 2019Q4. And since then Lifestyle Blend Balanced Portfolio has made 11 purchases of VHT, at an average price of $186.31, for a total of 66,798.00 shares. In addition, there have been 9 sales at an average price of $253.24 for 46,408.00 shares. Based on historical transaction data and VHT's current price of $241.95, Lifestyle Blend Balanced Portfolio's estimated gain on his VHT holdings is $4.24 Mil, reflecting a 34.07% gain to date.
Lifestyle Blend Balanced Portfolio VHT ($241.95) Holding Chart
Lifestyle Blend Balanced Portfolio VHT ($241.95) 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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