Number of Shares
55,742.00
Current Holdings Value*
$22.88 Mil
% of Portfolio
8.68%
Total Estimate Gain
$10.74 Mil
% of Total Estimate Gain
72.70%

Gray Wealth Management Inc.'s Vanguard Growth ETF Holding Summary

As of 2024-12-31, Gray Wealth Management Inc. held 55,742.00 shares of Vanguard Growth ETF(VUG), totaling $22.88 Mil. This investment constitutes 8.68% of their stock portfolio, and Gray Wealth Management Inc. now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2022Q4. And since then Gray Wealth Management Inc. has made 7 purchases of VUG, at an average price of $258.89, for a total of 57,087.00 shares. In addition, there have been 2 sales at an average price of $232.98 for 1,345.00 shares. Based on historical transaction data and VUG's current price of $452.27, Gray Wealth Management Inc.'s estimated gain on his VUG holdings is $10.74 Mil, reflecting a 72.70% gain to date.

Gray Wealth Management Inc. VUG ($452.27) Holding Chart

Gray Wealth Management Inc. VUG ($452.27) 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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