Ropes Wealth Advisors LLC Vanguard Consumer Staples ETF Transaction History

Ropes Wealth Advisors LLC

$512 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 05, 2019	SELL	$155.08 - $157.18 $18,299 - $18,547	-118 Closed	0 $0
Q2 2019 Jul 31, 2019	BUY	N/A	118 New	118 $18,000

Others Institutions Holding VDC

# of Institutions

630

Shares Held

15.2M

Call Options Held

1.9K

Put Options Held

3K

Bank Of America Corp Charlotte, NC

3.4M
Shares

$733 Million
0.06% of portfolio
Wellspring Financial Advisors, LLC Cleveland, OH

792K
Shares

$171 Million
0.18% of portfolio
Beacon Capital Management, Inc.

731K
Shares

$158 Million
6.88% of portfolio
Lpl Financial LLC Fort Mill, SC

689K
Shares

$148 Million
0.07% of portfolio
Morgan Stanley New York, NY

657K
Shares

$142 Million
0.01% of portfolio

About VANGUARD CONSUMER STAPLES ETF

Ticker VDC
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ropes Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ropes Wealth Advisors LLC with notifications on news.