Grey Fox Wealth Advisors, LLC Vanguard Target Retirement 2045 Fund Transaction History

Grey Fox Wealth Advisors, LLC

  • $365 Billion
  • Q4 2024
Number of Shares
78,656
Previous 31,887 146.67%
Holding current value
$1.18 Billion
Previous $983 Million 19.87%
% of portfolio
0.32%
Previous 0.27%

Shares

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

Feb 11, 2025
BUY
N/A
46,769 Added 146.67%
78,656 $1.18 Billion
Q3 2024

Oct 22, 2024
BUY
N/A
31,887 New
31,887 $983 Million
Q1 2024

Apr 11, 2024
BUY
N/A
392 Added 0.29%
133,875 $3.8 Billion
Q4 2023

Jan 17, 2024
BUY
N/A
6,936 Added 5.48%
133,483 $3.56 Billion
Q3 2023

Oct 24, 2023
BUY
N/A
2,163 Added 1.74%
126,547 $3.12 Billion
Q2 2023

Aug 03, 2023
BUY
N/A
124,384 New
124,384 $3.18 Billion
Track This Portfolio

Track Grey Fox Wealth Advisors, LLC Portfolio

Follow Grey Fox Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Grey Fox Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Grey Fox Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email