Grey Fox Wealth Advisors, LLC Vanguard Target Retirement 2055 Fund Transaction History

Grey Fox Wealth Advisors, LLC

  • $419 Billion
  • Q2 2025
Number of Shares
15,250
Previous 32,649 53.29%
Holding current value
$293 Million
Previous $284 Million 2.87%
% of portfolio
0.07%
Previous 0.08%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
N/A
-17,399 Reduced 53.29%
15,250 $293 Million
Q1 2025

May 02, 2025
BUY
N/A
2,150 Added 7.05%
32,649 $284 Million
Q4 2024

Feb 11, 2025
BUY
N/A
26,726 Added 708.35%
30,499 $296 Million
Q3 2024

Oct 22, 2024
BUY
N/A
3,773 New
3,773 $218 Million
Q1 2024

Apr 11, 2024
SELL
N/A
-3,126 Reduced 12.47%
21,952 $1.16 Billion
Q4 2023

Jan 17, 2024
BUY
N/A
3,958 Added 18.74%
25,078 $1.24 Billion
Q3 2023

Oct 24, 2023
BUY
N/A
851 Added 4.2%
21,120 $966 Million
Q2 2023

Aug 03, 2023
BUY
N/A
20,269 New
20,269 $960 Million
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