Colton Groome Financial Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Colton Groome Financial Advisors, LLC

$260 Million
Q4 2024

A detailed history of Colton Groome Financial Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 876 shares of VOO stock, worth $483,727. This represents 0.18% of its overall portfolio holdings.

Number of Shares

876

Previous 1,093 19.85%

Holding current value

$483,727

Previous $576,000 18.23%

% of portfolio

0.18%

Previous 0.22%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$521.84 - $558.82 $113,239 - $121,263	-217 Reduced 19.85%	876 $471,000
Q3 2024 Oct 24, 2024	SELL	$475.2 - $527.7 $950 - $1,055	-2 Reduced 0.18%	1,093 $576,000
Q2 2024 Jul 24, 2024	SELL	$455.1 - $504.28 $29,126 - $32,273	-64 Reduced 5.52%	1,095 $547,000
Q1 2024 Apr 18, 2024	BUY	$429.43 - $481.35 $1,717 - $1,925	4 Added 0.35%	1,159 $557,000
Q4 2023 Jan 31, 2024	BUY	$377.32 - $438.19 $435,804 - $506,109	1,155 New	1,155 $504,000

Others Institutions Holding VOO

# of Institutions

3,327

Shares Held

435M

Call Options Held

2.08M

Put Options Held

2.64M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Colton Groome Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Colton Groome Financial Advisors, LLC with notifications on news.

Account

Colton Groome Financial Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History