Grey Fox Wealth Advisors, LLC Vanguard Target Retirement 2040 Fund Transaction History

Grey Fox Wealth Advisors, LLC

  • $375 Billion
  • Q1 2025
Number of Shares
74,455
Previous 63,692 16.9%
Holding current value
$2.81 Billion
Previous $2.75 Billion 2.0%
% of portfolio
0.75%
Previous 0.75%

Shares

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

May 02, 2025
BUY
N/A
10,763 Added 16.9%
74,455 $2.81 Billion
Q4 2024

Feb 11, 2025
BUY
N/A
712 Added 1.13%
63,692 $2.75 Billion
Q3 2024

Oct 22, 2024
BUY
N/A
62,980 New
62,980 $2.84 Billion
Q1 2024

Apr 11, 2024
SELL
N/A
-13,744 Reduced 15.3%
76,067 $3.16 Billion
Q4 2023

Jan 17, 2024
BUY
N/A
3,753 Added 4.36%
89,811 $3.53 Billion
Q3 2023

Oct 24, 2023
SELL
N/A
-416 Reduced 0.48%
86,058 $3.14 Billion
Q2 2023

Aug 03, 2023
BUY
N/A
86,474 New
86,474 $3.27 Billion
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