Grey Fox Wealth Advisors, LLC Purchases and Sells in Q1 2024

Grey Fox Wealth Advisors, LLC

$266 Billion
Q1 2024

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	20.7K + 10.09%	$147.46 - $162.86 $3.05M - $3.37M	226K $36.8B
VUG	4.48K + 5.41%	$301.05 - $346.61 $1.35M - $1.55M	87.3K $30B
VEA	40.8K + 11.53%	$46.21 - $50.27 $1.88M - $2.05M	394K $19.8B
VBR	8.27K + 11.67%	$172.45 - $191.88 $1.43M - $1.59M	79.2K $15.2B
AGG	26.1K + 19.64%	$96.75 - $99.37 $2.53M - $2.6M	159K $15.6B
VO	4.61K + 10.77%	$225.86 - $249.86 $1.04M - $1.15M	47.4K $11.9B

New Holdings

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
iShares S&P 500 Index K	2.14K New	N/A	2.14K $1.32B
American Funds Growth Fund of Amer R6	12.4K New	N/A	12.4K $885M
Virtus NFJ Mid-Cap Value I	19K New	N/A	19K $550M
American Funds Trgt Date Ret 2045 R6	25.1K New	N/A	25.1K $514M
Nationwide Inv Dest Agrsv Instl Svc	48.5K New	N/A	48.5K $492M
AB Discovery Value Z	18.8K New	N/A	18.8K $427M

Top Sells

Reduced Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-438 - 1.63%	$169.0 - $195.18 $74K - $85.5K	26.5K $4.54B
Vanguard Target Retirement 2040 Inv Fund	-13.7K - 15.3%	N/A	76.1K $3.16B
Vanguard Small Cap Value Index Fund - Admiral Class	-2.38K - 28.78%	N/A	5.88K $484M
Vanguard Target Retirement 2030 Inv Fund	-4.91K - 15.0%	N/A	27.8K $1.03B
Vanguard Mid-Cap Index Fund - Admiral Class	-547 - 25.67%	N/A	1.58K $490M
Vanguard Value Index Admiral Fund	-3.51K - 17.15%	N/A	16.9K $1.08B

Activity Summary All Purchases 69 New Holdings 25 Increased Positions 44 All Sells 50 Reductions 50 Sold out 0 Calls 0 Puts 0

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