Ropes Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Ropes Wealth Advisors’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$354K	Sell	6,796 -36	-0.5%	-$1.97K	0.07%	194
2023 Q2	$376K	Buy	+6,832	New	+$358K	0.06%	203
2020 Q1	–	Sell	-2,600	Closed	-$116K	–	569
2019 Q4	$116K	Sell	2,600 -23,468	-90%	-$1.01M	0.03%	258
2019 Q3	$1.09M	Hold	26,068	–	–	0.23%	86
2019 Q2	$1.09M	Hold	26,068	–	–	0.23%	81
2019 Q1	$1.05M	Sell	26,068 -400	-2%	-$15.4K	0.28%	83
2018 Q4	$914K	Buy	26,468 +260	+1%	+$9.76K	0.26%	87
2018 Q3	$1.08M	Sell	26,208 -3,400	-11%	-$139K	0.27%	88
2018 Q2	$1.17M	Buy	29,608 +3,540	+14%	+$139K	0.32%	77
2018 Q1	$1M	Hold	26,068	–	–	0.28%	87
2017 Q4	$1.01M	Hold	26,068	–	–	0.26%	89
2017 Q3	$958K	Hold	26,068	–	–	0.26%	87
2017 Q2	$929K	Hold	26,068	–	–	0.26%	84
2017 Q1	$907K	Hold	26,068	–	–	0.26%	84
2016 Q4	$858K	Buy	26,068 +2,600	+11%	+$84.2K	0.27%	81
2016 Q3	$759K	Hold	23,468	–	–	0.26%	83
2016 Q2	$725K	Buy	+23,468	New	+$717K	0.25%	85

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ropes Wealth Advisors's VO Position: Q3 2023 in Review

Ropes Wealth Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 0.53% in Q3 2023, selling an estimated $1.97K and leaving 6,796 shares worth $354K. The position accounts for 0.07% of the portfolio, ranked #194.

Ropes Wealth Advisors first reported a position in VO in Q2 2016 and has held it in 17 quarters since. The position peaked at $1.17M in Q2 2018. 1,649 funds tracked by Wall St. Rank hold VO as of Q3 2023.

Ropes Wealth Advisors held 6,796 shares of Vanguard Mid-Cap ETF worth $354K as of Q3 2023.
Ropes Wealth Advisors sold 36 Vanguard Mid-Cap ETF shares in Q3 2023, an estimated $1.97K.
Vanguard Mid-Cap ETF made up 0.07% of Ropes Wealth Advisors's portfolio in Q3 2023, its #194 holding.
Ropes Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2016 and has held it in 17 quarters since.
Ropes Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $1.17M in Q2 2018.
1,649 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.