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 $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
Others Institutions Holding VO
# of Institutions
2,092Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.33 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.9 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.2 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.98 Billion0.14% of portfolio