Number of Shares
37,657.00
Current Holdings Value*
$9.95 Mil
% of Portfolio
3.77%
Total Estimate Gain
$2.95 Mil
% of Total Estimate Gain
36.89%

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

As of 2024-12-31, Gray Wealth Management Inc. held 37,657.00 shares of Vanguard Mid-Cap ETF(VO), totaling $9.95 Mil. This investment constitutes 3.77% of their stock portfolio, and Gray Wealth Management Inc. now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2022Q4. And since then Gray Wealth Management Inc. has made 7 purchases of VO, at an average price of $209.08, for a total of 38,301.00 shares. In addition, there have been 2 sales at an average price of $213.71 for 644.00 shares. Based on historical transaction data and VO's current price of $287.44, Gray Wealth Management Inc.'s estimated gain on his VO holdings is $2.95 Mil, reflecting a 36.89% gain to date.

Gray Wealth Management Inc. VO ($287.44) Holding Chart

Gray Wealth Management Inc. VO ($287.44) 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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