Grey Fox Wealth Advisors, LLC Vanguard Target Retirement 2035 Fund Transaction History

Grey Fox Wealth Advisors, LLC

  • $375 Billion
  • Q1 2025
Number of Shares
52,099
Previous 283,151 81.6%
Holding current value
$1.25 Billion
Previous $1.92 Billion 35.03%
% of portfolio
0.33%
Previous 0.53%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
N/A
-231,052 Reduced 81.6%
52,099 $1.25 Billion
Q4 2024

Feb 11, 2025
BUY
N/A
233,494 Added 470.21%
283,151 $1.92 Billion
Q3 2024

Oct 22, 2024
BUY
N/A
40,611 Added 448.94%
49,657 $1.25 Billion
Q2 2024

Jul 30, 2024
SELL
N/A
-31,473 Reduced 77.67%
9,046 $218 Million
Q1 2024

Apr 11, 2024
SELL
N/A
-2,341 Reduced 5.46%
40,519 $943 Million
Q4 2023

Jan 17, 2024
SELL
N/A
-962 Reduced 2.2%
42,860 $948 Million
Q3 2023

Oct 24, 2023
BUY
N/A
799 Added 1.86%
43,822 $904 Million
Q2 2023

Aug 03, 2023
BUY
N/A
43,023 New
43,023 $918 Million
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