Grey Fox Wealth Advisors, LLC Purchases and Sells in Q4 2024

Grey Fox Wealth Advisors, LLC

$365 Billion
Q4 2024

Top Buys

Incresed Positions

73 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	1.98K + 1.8%	$378.79 - $428.11 $749K - $846K	112K $44.7B
AGG	27.2K + 9.81%	$96.64 - $101.23 $2.63M - $2.75M	305K $29.5B
Vanguard Target Retirement 2035 Fund	233K + 470.21%	N/A	283K $1.92B
BLV	9.42K + 25.46%	$68.25 - $75.42 $643K - $710K	46.4K $3.18B
VO	1.41K + 2.28%	$261.5 - $284.63 $370K - $402K	63.5K $16.8B
VOO	659 + 60.46%	$521.84 - $558.82 $344K - $368K	1.75K $943M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIV	15.2K New	$74.5 - $78.37 $1.13M - $1.19M	15.2K $1.13B
T. Rowe Price Ret 2030 Inv	31.2K New	N/A	31.2K $800M
American Century U.S. Govt MM Inv	785K New	N/A	785K $785M
Hamilton Lane Inc Com CL A	2.2K New	N/A	2.2K $327M
AVGO	964 New	$159.67 - $250.0 $154K - $241K	964 $224M
DECK	1.07K New	$152.04 - $211.12 $162K - $225K	1.07K $217M

Top Sells

Reduced Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPMorgan SmartRetirement Blend 2040 R6	-13.6K - 11.06%	N/A	109K $3.41B
VCSH	-2.79K - 1.54%	$77.86 - $79.27 $218K - $221K	179K $14B
Vanguard Target Retirement Income Fund	-21.2K - 16.95%	N/A	104K $1.36B
JPMorgan SmartRetirement Blend 2045 R6	-4.04K - 2.8%	N/A	140K $4.61B
JNJ	-165 - 1.54%	$143.34 - $165.86 $23.7K - $27.4K	10.6K $1.53B
VEU	-67 - 0.41%	$57.29 - $63.1 $3.84K - $4.23K	16.1K $925M

Activity Summary All Purchases 80 New Holdings 7 Increased Positions 73 All Sells 38 Reductions 38 Sold out 0 Calls 0 Puts 0

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