A detailed history of Ropes Wealth Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 22,423 shares of VOO stock, worth $12.2 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares
22,423
Previous 22,484 0.27%
Holding current value
$12.2 Million
Previous $9.16 Million 3.84%
% of portfolio
1.72%
Previous 1.53%

Shares

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

Oct 19, 2023

SELL
$392.7 - $420.68 $23,954 - $25,661
-61 Reduced 0.27%
22,423 $8.81 Million
Q2 2023

Aug 07, 2023

BUY
$371.44 - $407.28 $111,060 - $121,776
299 Added 1.35%
22,484 $9.16 Million
Q1 2023

May 08, 2023

BUY
$348.66 - $382.94 $245,107 - $269,206
703 Added 3.27%
22,185 $8.34 Million
Q4 2022

Feb 06, 2023

SELL
$327.64 - $374.54 $4.6 Million - $5.26 Million
-14,047 Reduced 39.54%
21,482 $7.55 Million
Q3 2022

Nov 01, 2022

BUY
$328.3 - $395.04 $6.19 Million - $7.45 Million
18,858 Added 113.12%
35,529 $11.7 Million
Q2 2022

Aug 10, 2022

BUY
$337.07 - $419.85 $316,171 - $393,819
938 Added 5.96%
16,671 $5.78 Million
Q1 2022

May 04, 2022

BUY
$382.7 - $439.25 $274,778 - $315,381
718 Added 4.78%
15,733 $6.53 Million
Q4 2021

Feb 10, 2022

BUY
$394.21 - $439.01 $175,423 - $195,359
445 Added 3.05%
15,015 $6.56 Million
Q3 2021

Nov 05, 2021

BUY
$390.68 - $416.73 $897,782 - $957,645
2,298 Added 18.73%
14,570 $5.75 Million
Q2 2021

Aug 04, 2021

SELL
$368.16 - $394.32 $7,363 - $7,886
-20 Reduced 0.16%
12,272 $4.83 Million
Q1 2021

May 12, 2021

BUY
$339.03 - $365.24 $235,286 - $253,476
694 Added 5.98%
12,292 $4.68 Million
Q4 2020

Feb 05, 2021

BUY
$299.82 - $343.69 $211,073 - $241,957
704 Added 6.46%
11,598 $3.99 Million
Q3 2020

Oct 16, 2020

BUY
$285.37 - $328.74 $41,949 - $48,324
147 Added 1.37%
10,894 $3.35 Million
Q2 2020

Jul 20, 2020

SELL
$226.15 - $297.17 $7,010 - $9,212
-31 Reduced 0.29%
10,747 $3.05 Million
Q1 2020

Apr 24, 2020

BUY
$204.27 - $310.92 $1.24 Million - $1.89 Million
6,071 Added 128.98%
10,778 $2.55 Million
Q4 2019

Feb 05, 2020

BUY
$264.57 - $296.67 $134,666 - $151,005
509 Added 12.12%
4,707 $1.39 Million
Q2 2019

Jul 31, 2019

SELL
$252.12 - $271.73 $1.38 Million - $1.49 Million
-5,491 Reduced 56.67%
4,198 $1.13 Million
Q1 2019

Apr 15, 2019

SELL
$224.5 - $261.43 $27,613 - $32,155
-123 Reduced 1.25%
9,689 $2.52 Million
Q4 2018

Feb 08, 2019

SELL
$215.07 - $268.24 $360,242 - $449,302
-1,675 Reduced 14.58%
9,812 $2.26 Million
Q3 2018

Oct 30, 2018

SELL
$248.79 - $269.75 $382,639 - $414,875
-1,538 Reduced 11.81%
11,487 $3.07 Million
Q1 2018

Apr 30, 2018

SELL
$236.79 - $263.36 $4,735 - $5,267
-20 Reduced 0.15%
13,025 $3.15 Million
Q4 2017

Feb 13, 2018

SELL
$231.73 - $247.65 $85,740 - $91,630
-370 Reduced 2.76%
13,045 $3.2 Million
Q3 2017

Nov 09, 2017

BUY
$228.78 - $230.76 $3.07 Million - $3.1 Million
13,415
13,415 $3.1 Million

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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