PCG Wealth Advisors, LLC TCAF Holdings History
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 $36.29, PCG Wealth Advisors, LLC's estimated gain on his TCAF holdings is $130,369.80, reflecting a 7.15% gain to date.
PCG Wealth Advisors, LLC TCAF ($36.29) Holding Chart
PCG Wealth Advisors, LLC TCAF ($36.29) 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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