Lifestyle Blend Moderate Portfolio VDE Holdings History
Lifestyle Blend Moderate Portfolio's Vanguard Energy ETF Holding Summary
As of 2025-02-28, Lifestyle Blend Moderate Portfolio held 22,370.00 shares of Vanguard Energy ETF(VDE), totaling $2.83 Mil. This investment constitutes 1.76% of their stock portfolio, and Lifestyle Blend Moderate Portfolio now holds 0.04% of the outstanding Vanguard Energy ETF(VDE) stock.
The initial trade took place in 2019Q4. And since then Lifestyle Blend Moderate Portfolio has made 9 purchases of VDE, at an average price of $82.53, for a total of 45,652.00 shares. In addition, there have been 7 sales at an average price of $93.85 for 23,282.00 shares. Based on historical transaction data and VDE's current price of $122.83, Lifestyle Blend Moderate Portfolio's estimated gain on his VDE holdings is $1.17 Mil, reflecting a 30.92% gain to date.
Lifestyle Blend Moderate Portfolio VDE ($122.83) Holding Chart
Lifestyle Blend Moderate Portfolio VDE ($122.83) 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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