Colton Groome Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $571K | Hold |
1,006
| – | – | 0.19% | 75 |
|
|
2025
Q1 | $513K | Buy |
1,006
+130
| +15% | +$66.3K | 0.2% | 66 |
|
|
2024
Q4 | $472K | Sell |
876
-217
| -20% | -$117K | 0.18% | 72 |
|
|
2024
Q3 | $577K | Sell |
1,093
-2
| -0.2% | -$1.06K | 0.22% | 68 |
|
|
2024
Q2 | $548K | Sell |
1,095
-64
| -6% | -$32K | 0.22% | 65 |
|
|
2024
Q1 | $557K | Buy |
1,159
+4
| +0.3% | +$1.92K | 0.22% | 67 |
|
|
2023
Q4 | $504K | Buy |
+1,155
| New | +$504K | 0.22% | 69 |
|