Number of Shares
59,976.00
Current Holdings Value*
$4.22 Mil
% of Portfolio
1.27%
Total Estimate Gain
$-249,311.88
% of Total Estimate Gain
-5.76%

Grey Fox Wealth Advisors, LLC's Vanguard Long-Term Bond ETF Holding Summary

As of 2025-03-31, Grey Fox Wealth Advisors, LLC held 59,976.00 shares of Vanguard Long-Term Bond ETF(BLV), totaling $4.22 Mil. This investment constitutes 1.27% of their stock portfolio, and Grey Fox Wealth Advisors, LLC now holds 0.07% of the outstanding Vanguard Long-Term Bond ETF(BLV) stock.

The initial trade took place in 2024Q3. And since then Grey Fox Wealth Advisors, LLC has made 3 purchases of BLV, at an average price of $72.23, for a total of 59,976.00 shares. Based on historical transaction data and BLV's current price of $68.07, Grey Fox Wealth Advisors, LLC's estimated gain on his BLV holdings is $-249,311.88, reflecting a -5.76% gain to date.

Grey Fox Wealth Advisors, LLC BLV ($68.07) Holding Chart

Grey Fox Wealth Advisors, LLC BLV ($68.07) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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