Lifestyle Blend Balanced Portfolio VOO Holdings History
Lifestyle Blend Balanced Portfolio's Vanguard S&P 500 ETF Holding Summary
As of 2025-02-28, Lifestyle Blend Balanced Portfolio held 52,138.00 shares of Vanguard S&P 500 ETF(VOO), totaling $28.48 Mil. This investment constitutes 7.2% of their stock portfolio, and Lifestyle Blend Balanced 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 Balanced Portfolio has made 10 purchases of VOO, at an average price of $412.21, for a total of 78,140.00 shares. In addition, there have been 10 sales at an average price of $411.42 for 26,002.00 shares. Based on historical transaction data and VOO's current price of $577.01, Lifestyle Blend Balanced Portfolio's estimated gain on his VOO holdings is $8.57 Mil, reflecting a 26.61% gain to date.
Lifestyle Blend Balanced Portfolio VOO ($577.01) Holding Chart
Lifestyle Blend Balanced Portfolio VOO ($577.01) 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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