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

Grey Fox Wealth Advisors, LLC

  • $266 Billion
  • Q1 2024
Number of Shares
40,519
Previous 42,860 5.46%
Holding current value
$943 Million
Previous $948 Million 0.5%
% of portfolio
0.35%
Previous 0.41%

Shares

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