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Gray Wealth Management Inc.: VUG position timeline

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

Gray Wealth Management Inc. held 55,742 VUG 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 55,742 shares
    Change vs previous 13F +4,497 shares

    8.68% of the 13F portfolio, value $22,878,934.

    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 51,245 shares
    Change vs previous 13F +2,109 shares

    7.77% of the 13F portfolio, value $19,674,586.

    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 49,136 shares
    Change vs previous 13F +2,136 shares

    7.93% of the 13F portfolio, value $18,377,357.

    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 47,000 shares
    Change vs previous 13F +2,726 shares

    7.22% of the 13F portfolio, value $16,177,402.

    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 44,274 shares
    Change vs previous 13F +2,130 shares

    6.7% of the 13F portfolio, value $13,763,791.

    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 42,144 shares
    Change vs previous 13F +4,284 shares

    5.88% of the 13F portfolio, value $11,476,136.

    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 37,860 shares
    Change vs previous 13F +1,674 shares

    5.39% of the 13F portfolio, value $10,712,927.

    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 36,186 shares
    Change vs previous 13F not available

    4.93% of the 13F portfolio, value $9,026,128.

    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).