Number of Shares
104,090.00
Current Holdings Value*
$4.08 Mil
% of Portfolio
0.79%
Total Estimate Gain
$570,397.71
% of Total Estimate Gain
3.51%

Ropes Wealth Advisors LLC's Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2023-09-30, Ropes Wealth Advisors LLC held 104,090.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $4.08 Mil. This investment constitutes 0.79% of their stock portfolio, and Ropes Wealth Advisors LLC now holds 0.01% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2015Q1. And since then Ropes Wealth Advisors LLC has made 13 purchases of VWO, at an average price of $44.23, for a total of 367,099.00 shares. In addition, there have been 9 sales at an average price of $43.92 for 263,009.00 shares. Based on historical transaction data and VWO's current price of $50.49, Ropes Wealth Advisors LLC's estimated gain on his VWO holdings is $570,397.71, reflecting a 3.51% gain to date.

Ropes Wealth Advisors LLC VWO ($50.49) Holding Chart

Ropes Wealth Advisors LLC VWO ($50.49) 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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