Number of Shares
259,362.00
Current Holdings Value*
$20.46 Mil
% of Portfolio
12.74%
Total Estimate Gain
$462,760.21
% of Total Estimate Gain
2.20%

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

As of 2025-02-28, Lifestyle Blend Moderate Portfolio held 259,362.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $20.46 Mil. This investment constitutes 12.74% of their stock portfolio, and Lifestyle Blend Moderate Portfolio now holds 0.06% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.

The initial trade took place in 2019Q4. And since then Lifestyle Blend Moderate Portfolio has made 17 purchases of VCSH, at an average price of $77.49, for a total of 271,798.00 shares. In addition, there have been 3 sales at an average price of $77.99 for 12,436.00 shares. Based on historical transaction data and VCSH's current price of $79.25, Lifestyle Blend Moderate Portfolio's estimated gain on his VCSH holdings is $462,760.21, reflecting a 2.20% gain to date.

Lifestyle Blend Moderate Portfolio VCSH ($79.25) Holding Chart

Lifestyle Blend Moderate Portfolio VCSH ($79.25) 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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