Number of Shares
520,293.00
Current Holdings Value*
$16.80 Mil
% of Portfolio
4.25%
Total Estimate Gain
$4.72 Mil
% of Total Estimate Gain
33.85%

FINANCIAL CONSULATE, INC's T. Rowe Price Capital Appreciation Equity ETF Holding Summary

As of 2025-03-31, FINANCIAL CONSULATE, INC held 520,293.00 shares of T. Rowe Price Capital Appreciation Equity ETF(TCAF), totaling $16.80 Mil. This investment constitutes 4.25% of their stock portfolio, and FINANCIAL CONSULATE, INC now holds 0.53% of the outstanding T. Rowe Price Capital Appreciation Equity ETF(TCAF) stock.

The initial trade took place in 2023Q4. And since then FINANCIAL CONSULATE, INC has made 3 purchases of TCAF, at an average price of $26.26, for a total of 531,173.00 shares. In addition, there have been 3 sales at an average price of $33.49 for 10,880.00 shares. Based on historical transaction data and TCAF's current price of $35.19, FINANCIAL CONSULATE, INC's estimated gain on his TCAF holdings is $4.72 Mil, reflecting a 33.85% gain to date.

FINANCIAL CONSULATE, INC TCAF ($35.19) Holding Chart

FINANCIAL CONSULATE, INC TCAF ($35.19) 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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