VBG
Vance B. Gray Jr. Portfolio
Invests via Gray Wealth Management Inc. | Managed by Vance B. Gray Jr.
Invests via Gray Wealth Management Inc.
Managed by Vance B. Gray Jr.
Automatically Tracked
Vance B. Gray Jr. Profile
With a robust background in corporate governance and strategic management, Vance B. Gray Jr. has carved out a notable presence in the finance sector. He has held key executive roles where he focused on enhancing operational efficiency and fostering shareholder value across various organizations. His expertise spans multiple industries, providing insights that bridge traditional business practices with innovative solutions to drive growth. Having established himself as a leader committed to transformational initiatives, his contributions extend beyond daily operations—shaping long-term organizational strategies that are relevant in today’s rapidly evolving market landscape.
With a robust background in corporate governance and strategic management, Vance B. Gray Jr. has carved out a notable presence in the finance sector. He has held key executive roles where he focused on enhancing operational efficiency and fostering shareholder value across various organizations. His expertise spans multiple industries, providing insights that bridge traditional business practices with innovative solutions to drive growth. Having established himself as a leader committed to transformational initiatives, his contributions extend beyond daily operations—shaping long-term organizational strategies that are relevant in today’s rapidly evolving market landscape.
Investment Philosophy & Strategy
Exploring avenues for value creation drives investment strategies under Vance B. Gray Jr.'s direction. His extensive experience in corporate governance informs a disciplined approach to identifying promising opportunities that align with long-term strategic goals. Emphasizing operational efficiencies and innovative practices, the investment philosophy is anchored in understanding market dynamics while promoting sustainable growth. A keen focus on transformative initiatives shapes decisions, allowing for agility in adapting to evolving business landscapes and emerging trends.
Exploring avenues for value creation drives investment strategies under Vance B. Gray Jr.'s direction. His extensive experience in corporate governance informs a disciplined approach to identifying promising opportunities that align with long-term strategic goals. Emphasizing operational efficiencies and innovative practices, the investment philosophy is anchored in understanding market dynamics while promoting sustainable growth. A keen focus on transformative initiatives shapes decisions, allowing for agility in adapting to evolving business landscapes and emerging trends.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
100.11%
Gain +0.26%
Monthly
1.39%
Yearly
18.05%
Drawdown
22.26%
$329.18M
Equity
Holdings
$329.18M
Investment
$174.4M
$161.79M
Profit +$544,156.44
Realized
$7M
Unrealized
$154.78M
Dividends
$24.15M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.26%
Profit
$544,156.44
Win %
83%
This Week
Compared To Last Week
Gain
0.17%
Profit
$544,156.44
Win %
83%
This Month
Compared to last month
Gain
-0.37%
Profit
-$1.21M
Win %
83%
This Year
Compared to last year
Gain
9.96%
Profit
$29.81M
Win %
83%
TSLA Tesla, Inc.
+5.09%
+$16,506.61 
AVGO Broadcom Inc.
+3.24%
+$16,127.36 
CAT Caterpillar Inc.
+2.75%
+$68,765.82 
NVDA NVIDIA Corporation
+2.47%
+$71,689.05 
TMC TMC the metals company Inc.
+2.39%
+$2,133 
CSCO Cisco Systems, Inc.
+2.31%
+$8,938.11 
BX Blackstone Inc.
+2.17%
+$5,424.12 
PWR Quanta Services Inc.
+2.15%
+$16,392.96 
GOOG Alphabet Inc
+1.96%
+$10,683.07 
GOOGL Alphabet Inc
+1.85%
+$142,207.65 
CCI Crown Castle Inc.
+1.66%
+$4,522.35 
VAW Vanguard Materials ETF
+1.63%
+$13,242.37 
IYW iShares U.S. Technology ETF
+1.59%
+$7,343.7 
IJR iShares Core S&P Small-Cap ETF
+1.55%
+$8,728.04 
VGT Vanguard Information Technology ETF
+1.46%
+$66,292.95 
XLK State Street Technology Select Sector SPDR ETF
+1.43%
+$10,817.52 
SCHA Schwab U.S. Small-Cap ETF
+1.4%
+$7,958 
IJH iShares Core S&P Mid-Cap ETF
+1.4%
+$5,911.36 
IWC iShares Micro-Cap ETF
+1.39%
+$4,798.19 
MGK Vanguard Mega Cap Growth ETF
+1.35%
+$28,575 
VUG Vanguard Growth ETF
+1.33%
+$401,342.4 
QQQ Invesco QQQ Trust, Series 1
+1.32%
+$120,861.55 
DES WisdomTree U.S. SmallCap Dividend Fund
+1.32%
+$3,431.98 
VCR Vanguard Consumer Discretionary ETF
+1.31%
+$15,533.97 
AMZN Amazon.com Inc
+1.3%
+$55,607.68 
VB Vanguard Small-Cap ETF
+1.28%
+$161,382.72 
SCHM Schwab U.S. Mid-Cap ETF
+1.24%
+$3,684.75 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.23%
+$4,397.88 
VIS Vanguard Industrials ETF
+1.18%
+$12,310.11 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.17%
+$23,160.06 
AEP American Electric Power Company, Inc.
+1.13%
+$5,181.3 
IXUS iShares Core International Stock ETF
+1.12%
+$13,493.8 
VEU Vanguard FTSE All-World ex-US ETF
+1.12%
+$3,362.37 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.11%
+$3,303.16 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.11%
+$2,675.46 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.98%
+$67,425.19 
SCHB Schwab U.S. Broad Market ETF
+0.95%
+$21,387.52 
VT Vanguard Total World Stock ETF
+0.94%
+$12,891.39 
SCHX Schwab U.S. Large-Cap ETF
+0.93%
+$5,255.88 
MGC Vanguard Mega Cap ETF
+0.92%
+$106,255.35 
SPY SPDR S&P 500 ETF Trust
+0.91%
+$5,046.29 
IVV iShares Core S&P 500 ETF
+0.91%
+$217,313.02 
BLK BlackRock, Inc.
+0.91%
+$3,740.32 
FDX FedEx Corporation
+0.9%
+$1,968.4 
ET Energy Transfer L.P.
+0.9%
+$6,410.7 
META Meta Platforms Inc Class A
+0.89%
+$7,194.34 
VOX Vanguard Communication Services ETF
+0.86%
+$2,535.3 
VPU Vanguard Utilities ETF
+0.82%
+$11,728.93 
AAPL Apple Inc.
+0.8%
+$109,731.18 
C Citigroup Inc.
+0.79%
+$4,328 
WELL Welltower Inc.
+0.78%
+$19,022.86 
VO Vanguard Mid-Cap ETF
+0.71%
+$84,336.62 
VYM Vanguard High Dividend Yield ETF
+0.68%
+$6,621.3 
SO The Southern Company
+0.64%
+$1,598.58 
SCHV Schwab U.S. Large-Cap Value ETF
+0.63%
+$5,238.87 
VIG Vanguard Dividend Appreciation ETF
+0.62%
+$216,122.34 
CHI Calamos Convertible Opportunities and Income Fund
+0.62%
+$2,496.27 
MSFT Microsoft Corp.
+0.59%
+$48,941.64 
DUK Duke Energy Corporation
+0.57%
+$3,338.4 
IDXX IDEXX Laboratories, Inc.
+0.56%
+$1,783.13 
PODD Insulet Corporation
+0.53%
+$751.99 
QDF FlexShares Quality Dividend Index Fund
+0.52%
+$11,046.41 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.51%
+$11,795.76 
UNH UnitedHealth Group Incorporated
+0.49%
+$1,348.04 
IVE ISHARES S&P 500 VALUE ETF
+0.47%
+$2,196.72 
SPLV Invesco S&P 500 Low Volatility ETF
+0.42%
+$2,986.8 
MO Altria Group, Inc.
+0.42%
+$6,289.92 
TT Trane Technologies plc
+0.37%
+$2,283.18 
MUB iShares National Muni Bond ETF
+0.35%
+$941.4 
IHI iShares U.S. Medical Devices ETF
+0.32%
+$7,841.76 
VTV Vanguard Value ETF
+0.31%
+$32,005.23 
HDV iShares Core High Dividend ETF
+0.3%
+$2,138.6 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.29%
+$7,896.37 
OKE ONEOK, Inc.
+0.25%
+$752.18 
BRK-B Berkshire Hathaway Inc.
+0.25%
+$10,365.16 
UPS United Parcel Service, Inc.
+0.24%
+$633.37 
MGV Vanguard Mega Cap Value ETF
+0.24%
+$11,464.92 
ABT Abbott Laboratories
+0.23%
+$484.22 
IYY iShares Dow Jones U.S. ETF
+0.22%
+$736.42 
SCHD Schwab U.S. Dividend Equity ETF
+0.21%
+$1,241.87 
LLY Eli Lilly and Company
+0.21%
+$4,118.88 
T AT&T Inc.
+0.21%
+$1,671.6 
VCLT Vanguard Long-Term Corporate Bond Fund
+0.2%
+$1,365.84 
VZ Verizon Communications Inc.
+0.18%
+$1,553.04 
PG Procter & Gamble Co
+0.17%
+$6,941.52 
BAC Bank of America Corporation
+0.16%
+$412.85 
IYK iShares U.S. Consumer Staples ETF
+0.14%
+$373 
RTX RTX Corporation
+0.13%
+$602.32 
PM Philip Morris International Inc.
+0.12%
+$992.26 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.09%
+$3,445.68 
WM Waste Management, Inc.
+0.06%
+$132.37 
HD The Home Depot, Inc.
+0.05%
+$76.19 
VDC VANGUARD CONSUMER STAPLES ETF
+0.04%
+$806.17 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$733.4 
FTSL First Trust Senior Loan ETF
+0.01%
+$39.16 
FTSM First Trust Enhanced Short Maturity Fund
+0.01%
+$131.16 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$14.65 
VHT Vanguard Health Care ETF
+0.01%
+$338.24 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
FIS Fidelity National Information Services, Inc.
-1.86%
-$2,861.59 
IBM International Business Machines Corporation
-1.35%
-$6,441.76 
SCHW Charles Schwab Corporation
-1.23%
-$6,004.02 
PFE Pfizer Inc.
-1.19%
-$3,169.43 
F Ford Motor Company
-1.06%
-$1,387.88 
KO The Coca-Cola Company
-1%
-$9,201.85 
AMGN Amgen Inc.
-0.94%
-$4,756.85 
PAYX Paychex Inc.
-0.88%
-$1,942.58 
LOW Lowe's Companies Inc.
-0.81%
-$1,385.28 
GD General Dynamics Corporation
-0.74%
-$3,888.64 
JNJ Johnson & Johnson
-0.64%
-$31,681.1 
COP ConocoPhillips
-0.6%
-$1,649.96 
JPM JPMorgan Chase & Co.
-0.36%
-$11,085.95 
LMT Lockheed Martin Corporation
-0.3%
-$4,462.15 
CVX Chevron Corporation
-0.29%
-$3,333.66 
CRM Salesforce Inc
-0.29%
-$575.96 
XOM Exxon Mobil Corporation
-0.25%
-$8,853.41 
COST Costco Wholesale Corporation
-0.22%
-$1,068.37 
WMT Walmart Inc.
-0.19%
-$7,136.4 
ABBV AbbVie Inc.
-0.16%
-$1,672.65 
VDE Vanguard Energy ETF
-0.14%
-$3,998.5 
PEP PepsiCo, Inc.
-0.14%
-$370.09 
V Visa Inc. Class A
-0.11%
-$3,205.1 
TIP iShares TIPS Bond ETF
-0.07%
-$3,200.62 
SCHP Schwab U.S. TIPS ETF
-0.04%
-$222.07 
XLP Consumer Staples Select Sector SPDR Fund
-0.04%
-$217.53 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$36.76 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.02%
-$91.23 
IYH iShares U.S. Healthcare ETF
-0.01%
-$94.84 
BND Vanguard Total Bond Market Index Fund
-0.01%
-$154.14 
MCD McDonald's Corporation
-0.01%
-$34.12 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2083 | Longs Won 1568/2083 75% | Profit Factor 25.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $574,801.52 |
| Average Win $107,370.75 | Best Trade (Aug 14) $15.1M | Sharpe Ratio -12.27 |
| Average Loss -$12,812.84 | Worst Trade (Sep 30) -$384,788.28 | Z-Score 27.69 (100%) |
| Commissions $0 | Avg. Trade Length 3y 1m | Expectancy $77,670.19 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 41,565 | $3.49M | $13.84M | - | $10.35M | 296.66% | +0.799% |
| ABBV AbbVie Inc. | 4,130 | $479,447.24 | $1.07M | - | $592,391.01 | 123.56% | -0.156% |
| ABT Abbott Laboratories | 2,201 | $237,454.08 | $213,298.91 | - | -$24,155.17 | -10.17% | +0.228% |
| AEP American Electric Power Company, Inc. | 3,838 | $341,758.68 | $464,781.8 | - | $123,023.12 | 36% | +1.127% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,931 | $277,858.14 | $276,759.67 | - | -$1,098.47 | -0.4% | +0.005% |
| AMGN Amgen Inc. | 1,242 | $297,701.84 | $501,072.48 | - | $203,370.64 | 68.31% | -0.94% |
| AMZN Amazon.com Inc | 17,216 | $2.17M | $4.33M | - | $2.16M | 99.26% | +1.301% |
| AVGO Broadcom Inc. | 1,449 | $250,842.6 | $514,061.73 | - | $263,219.13 | 104.93% | +3.239% |
| BAC Bank of America Corporation | 4,857 | $192,725.76 | $261,379.45 | - | $68,653.69 | 35.62% | +0.158% |
| BLK BlackRock, Inc. | 388 | $397,742.68 | $416,712 | - | $18,969.32 | 4.77% | +0.906% |
| BND Vanguard Total Bond Market Index Fund | 30,852 | $2.25M | $2.16M | - | -$87,468.06 | -3.89% | -0.007% |
| BRK-B Berkshire Hathaway Inc. | 8,359 | $2.36M | $4.19M | - | $1.84M | 78% | +0.248% |
| BX Blackstone Inc. | 2,223 | $203,043.58 | $254,933.64 | - | $51,890.06 | 25.56% | +2.174% |
| C Citigroup Inc. | 4,328 | $236,531.53 | $553,984 | - | $317,452.47 | 134.21% | +0.787% |
| CAT Caterpillar Inc. | 3,024 | $464,982.38 | $2.57M | - | $2.1M | 452.2% | +2.752% |
| CCI Crown Castle Inc. | 4,130 | $589,523.83 | $277,597.95 | - | -$311,925.88 | -52.91% | +1.656% |
| CHI Calamos Convertible Opportunities and Income Fund | 35,661 | $402,693.38 | $407,961.84 | - | $5,268.46 | 1.31% | +0.616% |
| COP ConocoPhillips | 2,171 | $259,314.05 | $274,197.3 | - | $14,883.25 | 5.74% | -0.598% |
| COST Costco Wholesale Corporation | 525 | $272,634.28 | $479,275.12 | - | $206,640.84 | 75.79% | -0.222% |
| CRM Salesforce Inc | 847 | $223,100.07 | $199,900.47 | - | -$23,199.6 | -10.4% | -0.287% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Vance B. Gray Jr.?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Dividend Appreciation ETF - $3.04M, iShares Core S&P 500 ETF - $1.72M, Vanguard Value ETF - $1.68M, Vanguard Growth ETF - $1.1M, and iShares TIPS Bond ETF - $1.07M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Intel Corporation - $371,992.86, PayPal Holdings Inc - $149,945.83, The Walt Disney Company - $126,015.29, Lumen Technologies Inc - $65,238.13, and Genuine Parts Company - $62,825.43. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Vance B. Gray Jr.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $24.15M earned over time. The largest contributors to dividend income include Vanguard Dividend Appreciation ETF - $2.74M, iShares TIPS Bond ETF - $1.58M, iShares Core S&P 500 ETF - $1.24M, Vanguard Short-Term Corporate Bond ETF - $1.12M, and Vanguard Value ETF - $1.05M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Vance B. Gray Jr.'s monthly returns?
Vance B. Gray Jr.'s monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Vance B. Gray Jr.'s strategy be considered aggressive or moderate?
Vance B. Gray Jr.'s strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Vance B. Gray Jr.'s strategy?
Vance B. Gray Jr.'s strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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