Grey Fox Wealth Advisors, LLC Vanguard Target Retirement 2020 Fund Transaction History

Grey Fox Wealth Advisors, LLC

  • $491 Billion
  • Q3 2025
Number of Shares
75,398
Previous 64,526 16.85%
Holding current value
$1.09 Billion
Previous $895 Million 22.0%
% of portfolio
0.22%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
N/A
10,872 Added 16.85%
75,398 $1.09 Billion
Q2 2025

Aug 06, 2025
SELL
N/A
-16,709 Reduced 20.57%
64,526 $895 Million
Q1 2025

May 02, 2025
SELL
N/A
-20,920 Reduced 20.48%
81,235 $892 Million
Q4 2024

Feb 11, 2025
BUY
N/A
75,639 Added 285.26%
102,155 $952 Million
Q3 2024

Oct 22, 2024
BUY
N/A
26,516 New
26,516 $780 Million
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