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Gray Wealth Management Inc.: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gray Wealth Management Inc. on VTI, newest first. How the timeline and the estimate are built.

Gray Wealth Management Inc. held 18,397 VTI shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 18,397 shares
    Change vs previous 13F +543 shares

    2.02% of the 13F portfolio, value $5,331,574.

    13F-HR 0001172661-25-000605 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 17,854 shares
    Change vs previous 13F +629 shares

    2% of the 13F portfolio, value $5,055,515.

    13F-HR 0001172661-24-004327 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 17,225 shares
    Change vs previous 13F +1,716 shares

    1.99% of the 13F portfolio, value $4,607,951.

    13F-HR 0001172661-24-003175 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 15,509 shares
    Change vs previous 13F +1,050 shares

    1.8% of the 13F portfolio, value $4,030,877.

    13F-HR 0001172661-24-001980 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 14,459 shares
    Change vs previous 13F +484 shares

    1.67% of the 13F portfolio, value $3,429,913.

    13F-HR 0001172661-24-000409 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 13,975 shares
    Change vs previous 13F +572 shares

    1.52% of the 13F portfolio, value $2,968,451.

    13F-HR 0001172661-23-003514 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 13,403 shares
    Change vs previous 13F +1,574 shares

    1.48% of the 13F portfolio, value $2,952,323.

    13F-HR 0001172661-23-003026 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 11,829 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $2,414,349.

    13F-HR 0001172661-23-001660 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).