Grey Fox Wealth Advisors, LLC Vanguard Target Retirement 2040 Fund Transaction History

Grey Fox Wealth Advisors, LLC

75,570

Previous 74,455 1.5%

$3.1 Billion

Previous $2.81 Billion 10.34%

0.74%

Previous 0.75%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	N/A	1,115 Added 1.5%	75,570 $3.1 Billion
Q1 2025 May 02, 2025	BUY	N/A	10,763 Added 16.9%	74,455 $2.81 Billion
Q4 2024 Feb 11, 2025	BUY	N/A	712 Added 1.13%	63,692 $2.75 Billion
Q3 2024 Oct 22, 2024	BUY	N/A	62,980 New	62,980 $2.84 Billion
Q1 2024 Apr 11, 2024	SELL	N/A	-13,744 Reduced 15.3%	76,067 $3.16 Billion
Q4 2023 Jan 17, 2024	BUY	N/A	3,753 Added 4.36%	89,811 $3.53 Billion
Q3 2023 Oct 24, 2023	SELL	N/A	-416 Reduced 0.48%	86,058 $3.14 Billion
Q2 2023 Aug 03, 2023	BUY	N/A	86,474 New	86,474 $3.27 Billion

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