Dan Polen - Polen Capital Management LLC

Dan Polen - Polen Capital Management

Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077

Holdings Activity Buys Sells History

Holding/activity history for Vanguard Total Stock Market Index Fund ETF Shares (VTI)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2026 Q1	0	0.00	Sell 100.00%	0.01	$310.40–344.42 · VW $333.91i		SEC
2025 Q4	5,677	0.01	Buy	0.01	$319.44–340.33 · VW $332.82i	$1,903,328	SEC

Price snapshot:

Current price$369.78

52-week low$300.49

52-week high$373.63