Number of Shares
79,136.00
Current Holdings Value*
$4.04 Mil
% of Portfolio
2.52%
Total Estimate Gain
$1.46 Mil
% of Total Estimate Gain
25.13%

Lifestyle Blend Moderate Portfolio's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-02-28, Lifestyle Blend Moderate Portfolio held 79,136.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $4.04 Mil. This investment constitutes 2.52% of their stock portfolio, and Lifestyle Blend Moderate Portfolio now holds 0% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2019Q4. And since then Lifestyle Blend Moderate Portfolio has made 14 purchases of VEA, at an average price of $42.61, for a total of 136,109.00 shares. In addition, there have been 6 sales at an average price of $46.68 for 56,973.00 shares. Based on historical transaction data and VEA's current price of $58.09, Lifestyle Blend Moderate Portfolio's estimated gain on his VEA holdings is $1.46 Mil, reflecting a 25.13% gain to date.

Lifestyle Blend Moderate Portfolio VEA ($58.09) Holding Chart

Lifestyle Blend Moderate Portfolio VEA ($58.09) 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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