Number of Shares
49,224.00
Current Holdings Value*
$3.95 Mil
% of Portfolio
1.5%
Total Estimate Gain
$134,231.64
% of Total Estimate Gain
3.36%

Gray Wealth Management Inc.'s Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2024-12-31, Gray Wealth Management Inc. held 49,224.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $3.95 Mil. This investment constitutes 1.5% of their stock portfolio, and Gray Wealth Management Inc. now holds 0.01% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2022Q4. And since then Gray Wealth Management Inc. has made 6 purchases of VCIT, at an average price of $79.69, for a total of 50,080.00 shares. In addition, there have been 3 sales at an average price of $78.85 for 856.00 shares. Based on historical transaction data and VCIT's current price of $82.43, Gray Wealth Management Inc.'s estimated gain on his VCIT holdings is $134,231.64, reflecting a 3.36% gain to date.

Gray Wealth Management Inc. VCIT ($82.43) Holding Chart

Gray Wealth Management Inc. VCIT ($82.43) 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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