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 $580,569. This represents 0.22% of its overall portfolio holdings.
Number of Shares
4,561
Previous 5,183
12.0%
Holding current value
$580,569
Previous $664,000
14.31%
% of portfolio
0.22%
Previous 0.25%
Shares
10 transactions
Others Institutions Holding MGV
# of Institutions
487Shares Held
48MCall Options Held
2.5KPut Options Held
400-
Assetmark, Inc14.3MShares$1.82 Billion4.92% of portfolio
-
Bank Of America Corp Charlotte, NC3.87MShares$493 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.84MShares$362 Million0.03% of portfolio
-
Ubs Group Ag1.77MShares$225 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.7MShares$217 Million0.06% of portfolio