Grey Fox Wealth Advisors, LLC BLV Holdings History
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 % |
Top Ranked Articles
- 1