Number of Shares
688,643.00
Current Holdings Value*
$26.96 Mil
% of Portfolio
6.2%
Total Estimate Gain
$7.17 Mil
% of Total Estimate Gain
12.13%

Newman Dignan & Sheerar, Inc.'s Applied Finance Valuation Large Cap ETF Holding Summary

As of 2025-06-30, Newman Dignan & Sheerar, Inc. held 688,643.00 shares of Applied Finance Valuation Large Cap ETF(VSLU), totaling $26.96 Mil. This investment constitutes 6.2% of their stock portfolio, and Newman Dignan & Sheerar, Inc. now holds 10.59% of the outstanding Applied Finance Valuation Large Cap ETF(VSLU) stock.

The initial trade took place in 2021Q3. And since then Newman Dignan & Sheerar, Inc. has made 12 purchases of VSLU, at an average price of $31.16, for a total of 1.90 Mil shares. In addition, there have been 3 sales at an average price of $32.28 for 1.21 Mil shares. Based on historical transaction data and VSLU's current price of $39.59, Newman Dignan & Sheerar, Inc.'s estimated gain on his VSLU holdings is $7.17 Mil, reflecting a 12.13% gain to date.

Newman Dignan & Sheerar, Inc. VSLU ($39.59) Holding Chart

Newman Dignan & Sheerar, Inc. VSLU ($39.59) 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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