Grey Fox Wealth Advisors, LLC Purchases and Sells in Q3 2024

Grey Fox Wealth Advisors, LLC

$359 Billion
Q3 2024

Top Buys

Incresed Positions

59 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	111K + 66.62%	$96.25 - $101.98 $10.7M - $11.3M	277K $28.1B
VTV	46.5K + 19.7%	$159.75 - $174.57 $7.42M - $8.11M	282K $49.3B
VUG	15.7K + 16.74%	$341.08 - $391.94 $5.37M - $6.17M	110K $41.1B
VEA	101K + 24.01%	$47.6 - $53.31 $4.82M - $5.4M	523K $27.6B
VBR	18.7K + 22.35%	$179.99 - $201.6 $3.37M - $3.78M	103K $20.6B
VO	11.8K + 23.38%	$237.84 - $263.83 $2.8M - $3.1M	62K $16.4B

New Holdings

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
Vanguard Target Retirement 2040 Fund	63K New	N/A	63K $2.84B
BLV	37K New	$69.16 - $76.64 $2.56M - $2.84M	37K $2.78B
Vanguard Target Retirement Income Fund	125K New	N/A	125K $1.73B
Vanguard Target Retirement 2045 Fund	31.9K New	N/A	31.9K $983M
Vanguard Target Retirement 2020 Fund	26.5K New	N/A	26.5K $780M
Vanguard Target Retirement 2030 Fund	17.9K New	N/A	17.9K $714M

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
Vanguard Target Retirement 2025 Fund	-128K - 72.02%	N/A	49.6K $1.01B
VCSH	-18.5K - 9.24%	$76.94 - $79.54 $1.42M - $1.47M	182K $14.4B
VTEB	-5.06K - 27.26%	$49.93 - $51.15 $252K - $259K	13.5K $690M
JPMORGAN SMARTRETIREMENT BLEND 2040 R6	-13.1K - 9.6%	N/A	123K $4B
XLK	-667 - 41.9%	$197.34 - $237.68 $132K - $159K	925 $209M
IUSG	-1.28K - 14.38%	$116.79 - $133.54 $149K - $171K	7.62K $1.01B

Activity Summary All Purchases 93 New Holdings 34 Increased Positions 59 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

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