Ropes Wealth Advisors LLC Vanguard Mid Cap ETF Transaction History
Ropes Wealth Advisors LLC
- $512 Million
- Q3 2023
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 $467,292. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,699
Previous 1,708
0.53%
Holding current value
$467,292
Previous $376,000
6.12%
% of portfolio
0.07%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding VO
# of Institutions
2,238Shares Held
186MCall Options Held
52.1KPut Options Held
9.6K-
Wells Fargo & Company San Francisco, CA22.4MShares$6.16 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.8 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.42 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.25 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.03 Billion0.14% of portfolio