Ownership history in Gray Wealth Management Inc. · 9 quarters on record
This page tracks every 13F SEC filing in which Gray Wealth Management Inc. reported a position in VANGUARD WORLD FD (MGC). 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | ADDED | 40,789 | +433 | +1.1% | 3.29% | $8.7M | $210.51 |
| 2024 Q3 | ADDED | 40,356 | +744 | +1.9% | 3.29% | $8.3M | $203.96 |
| 2024 Q2 | ADDED | 39,612 | +819 | +2.1% | 3.37% | $7.8M | $194.14 |
| 2024 Q1 | REDUCED | 38,793 | -15 | -0.0% | 3.24% | $7.2M | $183.32 |
| 2023 Q4 | ADDED | 38,808 | +133 | +0.3% | 3.20% | $6.6M | $165.55 |
| 2023 Q3 | ADDED | 38,675 | +639 | +1.7% | 3.01% | $5.9M | $147.92 |
| 2023 Q2 | ADDED | 38,036 | +979 | +2.6% | 2.99% | $6.0M | $151.84 |
| 2023 Q1 | REDUCED | 37,057 | -139 | -0.4% | 2.90% | $5.3M | $138.43 |
| 2022 Q4 | INITIATED | 37,196 | — | — | 2.85% | $4.9M | — |
As of 2025 Q4 — sorted by position size