Lifestyle Blend Moderate Portfolio VOO Holdings History
Lifestyle Blend Moderate Portfolio's Vanguard S&P 500 ETF Holding Summary
As of 2025-02-28, Lifestyle Blend Moderate Portfolio held 12,507.00 shares of Vanguard S&P 500 ETF(VOO), totaling $6.83 Mil. This investment constitutes 4.25% of their stock portfolio, and Lifestyle Blend Moderate Portfolio now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2019Q4. And since then Lifestyle Blend Moderate Portfolio has made 13 purchases of VOO, at an average price of $416.59, for a total of 15,332.00 shares. In addition, there have been 7 sales at an average price of $417.12 for 2,825.00 shares. Based on historical transaction data and VOO's current price of $583.26, Lifestyle Blend Moderate Portfolio's estimated gain on his VOO holdings is $2.09 Mil, reflecting a 32.66% gain to date.
Lifestyle Blend Moderate Portfolio VOO ($583.26) Holding Chart
Lifestyle Blend Moderate Portfolio VOO ($583.26) 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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