WWA
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Wingate Wealth Advisors’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Wingate Wealth Advisors’s Portfolio TCAF Stock Details TCAF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.13M Sell
88,772
-2,715
-3% -$95.8K 2.79% 5
2025
Q1 		$2.95M Buy
91,487
+6,548
+8% +$211K 3.4% 5
2024
Q4 		$2.83M Buy
+84,939
New +$2.83M 2.78% 2