Ropes Wealth Advisors LLC VUG Holdings History
Ropes Wealth Advisors LLC's Vanguard Growth ETF Holding Summary
As of 2023-09-30, Ropes Wealth Advisors LLC held 33,532.00 shares of Vanguard Growth ETF(VUG), totaling $9.13 Mil. This investment constitutes 1.77% of their stock portfolio, and Ropes Wealth Advisors LLC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2018Q2. And since then Ropes Wealth Advisors LLC has made 8 purchases of VUG, at an average price of $220.47, for a total of 188,259.00 shares. In addition, there have been 7 sales at an average price of $237.66 for 154,727.00 shares. Based on historical transaction data and VUG's current price of $444.16, Ropes Wealth Advisors LLC's estimated gain on his VUG holdings is $10.16 Mil, reflecting a 24.48% gain to date.
Ropes Wealth Advisors LLC VUG ($444.16) Holding Chart
Ropes Wealth Advisors LLC VUG ($444.16) 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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