Number of Shares
43,854.00
Current Holdings Value*
$10.54 Mil
% of Portfolio
4%
Total Estimate Gain
$2.38 Mil
% of Total Estimate Gain
28.07%

Gray Wealth Management Inc.'s Vanguard Small Cap ETF Holding Summary

As of 2024-12-31, Gray Wealth Management Inc. held 43,854.00 shares of Vanguard Small Cap ETF(VB), totaling $10.54 Mil. This investment constitutes 4% of their stock portfolio, and Gray Wealth Management Inc. now holds 0.02% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2022Q4. And since then Gray Wealth Management Inc. has made 7 purchases of VB, at an average price of $190.86, for a total of 44,501.00 shares. In addition, there have been 2 sales at an average price of $192.68 for 647.00 shares. Based on historical transaction data and VB's current price of $245.19, Gray Wealth Management Inc.'s estimated gain on his VB holdings is $2.38 Mil, reflecting a 28.07% gain to date.

Gray Wealth Management Inc. VB ($245.19) Holding Chart

Gray Wealth Management Inc. VB ($245.19) 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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