Colton Groome Financial Advisors, LLC Vanguard Mega Cap Value Transaction History
Colton Groome Financial Advisors, LLC
- $260 Million
- Q4 2024
A detailed history of Colton Groome Financial Advisors, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 4,561 shares of MGV stock, worth $591,333. This represents 0.22% of its overall portfolio holdings.
Number of Shares
4,561
Previous 5,183
12.0%
Holding current value
$591,333
Previous $664,000
14.31%
% of portfolio
0.22%
Previous 0.25%
Shares
10 transactions
Others Institutions Holding MGV
# of Institutions
484Shares Held
75.1MCall Options Held
2.5KPut Options Held
400-
Wealthfront Advisers LLC27.2MShares$3.52 Billion2.82% of portfolio
-
Assetmark, Inc14.3MShares$1.86 Billion4.92% of portfolio
-
Bank Of America Corp Charlotte, NC3.87MShares$502 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.84MShares$369 Million0.03% of portfolio
-
Ubs Group Ag1.77MShares$229 Million0.04% of portfolio