Number of Shares
19,728.00
Current Holdings Value*
$636,840.00
% of Portfolio
0.22%
Total Estimate Gain
$126,029.64
% of Total Estimate Gain
6.91%

PCG Wealth Advisors, LLC's T. Rowe Price Capital Appreciation Equity ETF Holding Summary

As of 2025-03-31, PCG Wealth Advisors, LLC held 19,728.00 shares of T. Rowe Price Capital Appreciation Equity ETF(TCAF), totaling $636,840.00. This investment constitutes 0.22% of their stock portfolio, and PCG Wealth Advisors, LLC now holds 0.02% of the outstanding T. Rowe Price Capital Appreciation Equity ETF(TCAF) stock.

The initial trade took place in 2024Q2. And since then PCG Wealth Advisors, LLC has made 3 purchases of TCAF, at an average price of $32.18, for a total of 56,640.00 shares. In addition, there have been 1 sales at an average price of $33.52 for 36,912.00 shares. Based on historical transaction data and TCAF's current price of $36.07, PCG Wealth Advisors, LLC's estimated gain on his TCAF holdings is $126,029.64, reflecting a 6.91% gain to date.

PCG Wealth Advisors, LLC TCAF ($36.07) Holding Chart

PCG Wealth Advisors, LLC TCAF ($36.07) 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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