Number of Shares
148,029.00
Current Holdings Value*
$28.99 Mil
% of Portfolio
11%
Total Estimate Gain
$8.27 Mil
% of Total Estimate Gain
36.24%

Gray Wealth Management Inc.'s Vanguard Dividend Appreciation FTF Holding Summary

As of 2024-12-31, Gray Wealth Management Inc. held 148,029.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $28.99 Mil. This investment constitutes 11% of their stock portfolio, and Gray Wealth Management Inc. now holds 0.03% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2022Q4. And since then Gray Wealth Management Inc. has made 7 purchases of VIG, at an average price of $152.32, for a total of 149,854.00 shares. In addition, there have been 2 sales at an average price of $160.90 for 1,825.00 shares. Based on historical transaction data and VIG's current price of $208.10, Gray Wealth Management Inc.'s estimated gain on his VIG holdings is $8.27 Mil, reflecting a 36.24% gain to date.

Gray Wealth Management Inc. VIG ($208.10) Holding Chart

Gray Wealth Management Inc. VIG ($208.10) 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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