A detailed history of Ropes Wealth Advisors LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 1,699 shares of VO stock, worth $457,217. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,699
Previous 1,708 0.53%
Holding current value
$457,217
Previous $376,000 6.12%
% of portfolio
0.07%
Previous 0.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023

SELL
$206.6 - $228.23 $1,859 - $2,054
-9 Reduced 0.53%
1,699 $353,000
Q2 2023

Aug 07, 2023

BUY
$203.43 - $220.16 $347,458 - $376,033
1,708 New
1,708 $376,000
Q1 2020

Apr 24, 2020

SELL
$112.37 - $186.27 $73,040 - $121,075
-650 Closed
0 $0
Q4 2019

Feb 05, 2020

SELL
$162.13 - $178.73 $951,216 - $1.05 Million
-5,867 Reduced 90.03%
650 $116,000
Q1 2019

Apr 15, 2019

SELL
N/A
-100 Reduced 1.51%
6,517 $1.05 Million
Q4 2018

Feb 08, 2019

BUY
N/A
65 Added 0.99%
6,617 $914,000
Q3 2018

Oct 30, 2018

SELL
N/A
-850 Reduced 11.48%
6,552 $1.08 Million
Q2 2018

Aug 13, 2018

BUY
N/A
885 Added 13.58%
7,402 $1.17 Million
Q3 2017

Nov 09, 2017

BUY
N/A
6,517
6,517 $958,000

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


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

Track Ropes Wealth Advisors LLC Portfolio

Follow Ropes Wealth 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 Ropes Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ropes Wealth Advisors LLC with notifications on news.