Grey Fox Wealth Advisors, LLC Vanguard Target Retirement 2060 Fund Transaction History

Grey Fox Wealth Advisors, LLC

  • $491 Billion
  • Q3 2025
Number of Shares
21,749
Previous 27,636 21.3%
Holding current value
$307 Million
Previous $78.1 Million 293.08%
% of portfolio
0.06%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
N/A
-5,887 Reduced 21.3%
21,749 $307 Million
Q2 2025

Aug 06, 2025
BUY
N/A
27,636 New
27,636 $78.1 Million
Q1 2024

Apr 11, 2024
BUY
N/A
169 Added 1.44%
11,913 $582 Million
Q4 2023

Jan 17, 2024
BUY
N/A
1,255 Added 11.96%
11,744 $537 Million
Q3 2023

Oct 24, 2023
BUY
N/A
627 Added 6.36%
10,489 $442 Million
Q2 2023

Aug 03, 2023
BUY
N/A
9,862 New
9,862 $430 Million
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