Grey Fox Wealth Advisors, LLC Vanguard Target Retirement 2030 Fund Transaction History

Grey Fox Wealth Advisors, LLC

  • $365 Billion
  • Q4 2024
Number of Shares
17,475
Previous 17,886 2.3%
Holding current value
$662 Million
Previous $714 Million 7.31%
% of portfolio
0.18%
Previous 0.2%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
N/A
-411 Reduced 2.3%
17,475 $662 Million
Q3 2024

Oct 22, 2024
BUY
N/A
17,886 New
17,886 $714 Million
Q1 2024

Apr 11, 2024
SELL
N/A
-4,909 Reduced 15.0%
27,812 $1.03 Billion
Q4 2023

Jan 17, 2024
BUY
N/A
4,016 Added 13.99%
32,721 $1.16 Billion
Q3 2023

Oct 24, 2023
BUY
N/A
3,908 Added 15.76%
28,705 $954 Million
Q2 2023

Aug 03, 2023
BUY
N/A
24,797 New
24,797 $851 Million
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