Number of Shares
40,789.00
Current Holdings Value*
$8.67 Mil
% of Portfolio
3.29%
Total Estimate Gain
$3.82 Mil
% of Total Estimate Gain
68.12%

Gray Wealth Management Inc.'s Vanguard Mega Cap 300 Index ETF Holding Summary

As of 2024-12-31, Gray Wealth Management Inc. held 40,789.00 shares of Vanguard Mega Cap 300 Index ETF(MGC), totaling $8.67 Mil. This investment constitutes 3.29% of their stock portfolio, and Gray Wealth Management Inc. now holds 0.14% of the outstanding Vanguard Mega Cap 300 Index ETF(MGC) stock.

The initial trade took place in 2022Q4. And since then Gray Wealth Management Inc. has made 6 purchases of MGC, at an average price of $137.00, for a total of 40,943.00 shares. In addition, there have been 3 sales at an average price of $141.92 for 154.00 shares. Based on historical transaction data and MGC's current price of $230.66, Gray Wealth Management Inc.'s estimated gain on his MGC holdings is $3.82 Mil, reflecting a 68.12% gain to date.

Gray Wealth Management Inc. MGC ($230.66) Holding Chart

Gray Wealth Management Inc. MGC ($230.66) 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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