Number of Shares
71,521.00
Current Holdings Value*
$5.58 Mil
% of Portfolio
2.12%
Total Estimate Gain
$297,173.91
% of Total Estimate Gain
4.51%

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

As of 2024-12-31, Gray Wealth Management Inc. held 71,521.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $5.58 Mil. This investment constitutes 2.12% of their stock portfolio, and Gray Wealth Management Inc. now holds 0.02% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.

The initial trade took place in 2022Q4. And since then Gray Wealth Management Inc. has made 4 purchases of VCSH, at an average price of $75.17, for a total of 87,649.00 shares. In addition, there have been 5 sales at an average price of $75.49 for 16,128.00 shares. Based on historical transaction data and VCSH's current price of $79.25, Gray Wealth Management Inc.'s estimated gain on his VCSH holdings is $297,173.91, reflecting a 4.51% gain to date.

Gray Wealth Management Inc. VCSH ($79.25) Holding Chart

Gray Wealth Management Inc. VCSH ($79.25) 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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