Ropes Wealth Advisors LLC Vanguard Small Cap Value ETF Transaction History
Ropes Wealth Advisors LLC
- $512 Million
- Q3 2023
A detailed history of Ropes Wealth Advisors LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 1,706 shares of VBR stock, worth $326,306. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,706
Previous 1,461
16.77%
Holding current value
$326,306
Previous $241,000
12.86%
% of portfolio
0.05%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding VBR
# of Institutions
1,706Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.53 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$765 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$738 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$678 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$459 Million0.45% of portfolio