Ownership history in Gray Private Wealth, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Gray Private Wealth, LLC reported a position in VANGUARD TAX-MANAGED FDS (VEA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 59,434 | -68 | -0.1% | 1.81% | $3.7M | $62.36 |
| 2025 Q3 | REDUCED | 59,502 | -313 | -0.5% | 1.80% | $3.6M | $58.82 |
| 2025 Q2 | REDUCED | 59,815 | -1,504 | -2.5% | 1.83% | $3.4M | $55.70 |
| 2025 Q1 | REDUCED | 61,319 | -712 | -1.1% | 1.88% | $3.1M | $49.27 |
| 2024 Q4 | ADDED | 62,031 | +2,841 | +4.8% | 1.77% | $3.0M | $46.14 |
| 2024 Q3 | ADDED | 59,190 | +82 | +0.1% | 1.87% | $3.1M | $50.20 |
| 2024 Q2 | REDUCED | 59,108 | -489 | -0.8% | 1.87% | $2.9M | $46.85 |
| 2024 Q1 | INITIATED | 59,597 | — | — | 1.97% | $3.0M | — |
As of 2025 Q4 — sorted by position size