Grey Fox Wealth Advisors, LLC Vanguard Target Retirement 2045 Fund Transaction History

Grey Fox Wealth Advisors, LLC

  • $375 Billion
  • Q1 2025
Number of Shares
69,504
Previous 78,656 11.64%
Holding current value
$1.28 Billion
Previous $1.18 Billion 8.73%
% of portfolio
0.34%
Previous 0.32%

Shares

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

May 02, 2025
SELL
N/A
-9,152 Reduced 11.64%
69,504 $1.28 Billion
Q4 2024

Feb 11, 2025
BUY
N/A
46,769 Added 146.67%
78,656 $1.18 Billion
Q3 2024

Oct 22, 2024
BUY
N/A
31,887 New
31,887 $983 Million
Q1 2024

Apr 11, 2024
BUY
N/A
392 Added 0.29%
133,875 $3.8 Billion
Q4 2023

Jan 17, 2024
BUY
N/A
6,936 Added 5.48%
133,483 $3.56 Billion
Q3 2023

Oct 24, 2023
BUY
N/A
2,163 Added 1.74%
126,547 $3.12 Billion
Q2 2023

Aug 03, 2023
BUY
N/A
124,384 New
124,384 $3.18 Billion
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