Ropes Wealth Advisors LLC VTI Holdings History
Ropes Wealth Advisors LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2023-09-30, Ropes Wealth Advisors LLC held 103,545.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $21.99 Mil. This investment constitutes 4.27% of their stock portfolio, and Ropes Wealth Advisors LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2015Q1. And since then Ropes Wealth Advisors LLC has made 15 purchases of VTI, at an average price of $180.82, for a total of 115,344.00 shares. In addition, there have been 3 sales at an average price of $192.64 for 11,799.00 shares. Based on historical transaction data and VTI's current price of $303.31, Ropes Wealth Advisors LLC's estimated gain on his VTI holdings is $12.82 Mil, reflecting a 61.48% gain to date.
Ropes Wealth Advisors LLC VTI ($303.31) Holding Chart
Ropes Wealth Advisors LLC VTI ($303.31) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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