Grey Fox Wealth Advisors, LLC Vanguard Target Retirement 2020 Fund Transaction History

Grey Fox Wealth Advisors, LLC

  • $375 Billion
  • Q1 2025
Number of Shares
81,235
Previous 102,155 20.48%
Holding current value
$892 Million
Previous $952 Million 6.32%
% of portfolio
0.24%
Previous 0.26%

Shares

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

May 02, 2025
SELL
N/A
-20,920 Reduced 20.48%
81,235 $892 Million
Q4 2024

Feb 11, 2025
BUY
N/A
75,639 Added 285.26%
102,155 $952 Million
Q3 2024

Oct 22, 2024
BUY
N/A
26,516 New
26,516 $780 Million
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