David Rolfe - Wedgewood Partners Inc

David Rolfe - Wedgewood Partners

Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577

Holdings Activity Buys Sells History

Holding/activity history for Vanguard Growth Index Fund ETF Shares (VUG)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2022 Q2	0	0.00	Sell 100.00%	0.08	$35.53–49.01 · VW $40.58i		SEC
2022 Q1	11,760	0.08	Buy	0.08	$42.28–53.92 · VW $47.24i	$563,000	SEC

Price snapshot:

Current price$86.15

52-week low$69.56

52-week high$90.50