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CGFA
Colton Groome Financial Advisors’s
Vanguard Short-Term Treasury ETF
VGSH
Stock Holding History
Colton Groome Financial Advisors’s Portfolio
VGSH Stock Details
VGSH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-8,514
Closed
-$518K
–
136
2021
Q4
$518K
Buy
8,514
+3,060
+56%
+$187K
0.21%
73
2021
Q3
$335K
Buy
5,454
+275
+5%
+$16.9K
0.15%
90
2021
Q2
$318K
Buy
5,179
+160
+3%
+$9.84K
0.15%
92
2021
Q1
$309K
Sell
5,019
-106
-2%
-$6.53K
0.17%
55
2020
Q4
$316K
Sell
5,125
-3,135
-38%
-$194K
0.2%
51
2020
Q3
$513K
Sell
8,260
-168
-2%
-$10.4K
0.36%
37
2020
Q2
$524K
Buy
8,428
+65
+0.8%
+$4.04K
0.38%
37
2020
Q1
$521K
Sell
8,363
-535
-6%
-$32.8K
0.43%
37
2019
Q4
$541K
Sell
8,898
-436
-5%
-$26.5K
0.39%
42
2019
Q3
$567K
Buy
9,334
+6
+0.1%
+$365
0.42%
42
2019
Q2
$568K
Buy
+9,328
New
+$564K
0.46%
33
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1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
CAI
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$6.22B AUM
22.28%
1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing, Michigan
$8.81B AUM
10.88%
1-Year Est. Return
NA
NextCapital Advisers
Chicago, Illinois
$5.15B AUM
14.37%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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