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 5,283 shares of MGV stock, worth $645,529. This represents 0.25% of its overall portfolio holdings.

Number of Shares
5,283
Previous 3,862 36.79%
Holding current value
$645,529
Previous $422,000 49.53%
% of portfolio
0.25%
Previous 0.18%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

BUY
$108.33 - $119.51 $153,936 - $169,823
1,421 Added 36.79%
5,283 $631,000
Q4 2023

Jan 31, 2024

BUY
$97.07 - $109.74 $374,884 - $423,815
3,862 New
3,862 $422,000
Q3 2022

Oct 20, 2022

SELL
N/A
-150 Reduced 5.88%
2,400 $216,000
Q2 2022

Jul 26, 2022

SELL
N/A
-268 Reduced 9.51%
2,550 $245,000
Q1 2022

Apr 18, 2022

BUY
N/A
191 Added 7.27%
2,818 $302,000
Q4 2021

Jan 19, 2022

SELL
N/A
-666 Reduced 20.22%
2,627 $281,000
Q3 2021

Oct 18, 2021

BUY
N/A
3,293 New
3,293 $322,000

Others Institutions Holding MGV

About VANGUARD MEGA CAP VALUE


  • Ticker MGV
  • Sector ETFs
  • Industry ETFs
More about MGV
Track This Portfolio

Track Colton Groome Financial Advisors, LLC Portfolio

Follow Colton Groome Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

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.