Number of Shares
14,210.00
Current Holdings Value*
$3.88 Mil
% of Portfolio
3.44%
Total Estimate Gain
$1.28 Mil
% of Total Estimate Gain
26.02%

DB Fitzpatrick & Co, Inc's Vanguard Russell 3000 Index Fund Holding Summary

As of 2025-06-30, DB Fitzpatrick & Co, Inc held 14,210.00 shares of Vanguard Russell 3000 Index Fund(VTHR), totaling $3.88 Mil. This investment constitutes 3.44% of their stock portfolio, and DB Fitzpatrick & Co, Inc now holds 0.12% of the outstanding Vanguard Russell 3000 Index Fund(VTHR) stock.

The initial trade took place in 2021Q4. And since then DB Fitzpatrick & Co, Inc has made 6 purchases of VTHR, at an average price of $201.22, for a total of 24,413.00 shares. In addition, there have been 8 sales at an average price of $220.68 for 10,203.00 shares. Based on historical transaction data and VTHR's current price of $277.19, DB Fitzpatrick & Co, Inc's estimated gain on his VTHR holdings is $1.28 Mil, reflecting a 26.02% gain to date.

DB Fitzpatrick & Co, Inc VTHR ($277.19) Holding Chart

DB Fitzpatrick & Co, Inc VTHR ($277.19) 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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