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  Name: Grey Fox Wealth Advisors LLC
  City: ROCKLAND
  State: DE
  Zip: 19732
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $265,934,000
  Total Value Change : $35,849,000
  Securities Held Change : 18
   
All Securities Held : 126
  New Positions : 25
  Closed Positions : 6
  Increased Positions : 44
  Unchanged Positions : 7
  Decreased Positions : 50

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (NKE)1 Year Chart         NKE Nike Inc B 97 Closed $92.18 $0 0 0% -227,000 -2,080 0    Textile - Apparel Foo...
   (VEMA.X)1 Year Chart         VEMA.X Vanguard International Equi... 96 Closed $0.00 $0 0 0% -49,000 -22,674 0    N/A
   (VGSI.X)1 Year Chart         VGSI.X Vanguard Specialized Portfo... 101 Closed $0.00 $0 0 0% -219,000 -1,751 0    N/A
   (NVS)1 Year Chart         NVS Novartis AG (ADR) 100 Closed $102.57 $0 0 0% -240,000 -2,374 0    Drug Manufacturers - ...
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx 99 Closed $83.29 $0 0 0% -721,000 -9,275 0    Closed - End Fund - E...
   (VISG.X)1 Year Chart         VISG.X Vanguard Index Funds 98 Closed $0.00 $0 0 0% -202,000 -2,372 0    N/A

      6 Records Found
  1    
Page 1 of 1
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