Grey Fox Wealth Advisors, LLC Vanguard Target Retirement Income Fund Transaction History

Grey Fox Wealth Advisors, LLC

  • $419 Billion
  • Q2 2025
Number of Shares
106,041
Previous 104,949 1.04%
Holding current value
$1.45 Billion
Previous $1.39 Billion 4.87%
% of portfolio
0.35%
Previous 0.37%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
N/A
1,092 Added 1.04%
106,041 $1.45 Billion
Q1 2025

May 02, 2025
BUY
N/A
913 Added 0.88%
104,949 $1.39 Billion
Q4 2024

Feb 11, 2025
SELL
N/A
-21,240 Reduced 16.95%
104,036 $1.36 Billion
Q3 2024

Oct 22, 2024
BUY
N/A
125,276 New
125,276 $1.73 Billion
Track This Portfolio

Track Grey Fox Wealth Advisors, LLC Portfolio

Follow Grey Fox Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Grey Fox Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Grey Fox Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email