Vanguard S&p 500 Etf idx shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $8.8M | 22k | 392.69 |
| 2023-06-30 | $9.2M | 23k | 407.28 |
| 2023-03-31 | $8.3M | 22k | 376.08 |
| 2022-12-31 | $7.5M | 22k | 351.34 |
| 2022-09-30 | $12M | 36k | 328.30 |
| 2022-06-30 | $5.8M | 17k | 346.89 |
| 2022-03-31 | $6.5M | 16k | 415.18 |
| 2021-12-31 | $6.6M | 15k | 436.56 |
| 2021-09-30 | $5.7M | 15k | 394.37 |
| 2021-06-30 | $4.8M | 12k | 393.50 |
| 2021-03-31 | $4.7M | 12k | 380.82 |
| 2020-12-31 | $4.0M | 12k | 343.68 |
| 2020-09-30 | $3.4M | 11k | 307.60 |
| 2020-06-30 | $3.0M | 11k | 283.43 |
| 2020-03-31 | $2.6M | 11k | 236.78 |
| 2019-12-31 | $1.4M | 4.7k | 295.73 |
| 2019-09-30 | $1.1M | 4.2k | 272.51 |
| 2019-06-30 | $1.1M | 4.2k | 269.18 |
| 2019-03-31 | $2.5M | 9.7k | 259.57 |
| 2018-12-31 | $2.3M | 9.8k | 229.82 |
| 2018-09-30 | $3.1M | 12k | 267.08 |
| 2018-06-30 | $3.2M | 13k | 249.52 |
| 2018-03-31 | $3.2M | 13k | 242.07 |
| 2017-12-31 | $3.2M | 13k | 245.30 |
| 2017-09-30 | $3.1M | 13k | 230.79 |
| 2017-06-30 | $411k | 1.9k | 222.16 |
| 2017-03-31 | $135k | 623 | 216.69 |
| 2016-12-31 | $139k | 676 | 205.62 |
| 2016-09-30 | $134k | 676 | 198.22 |
| 2016-06-30 | $444k | 2.3k | 192.04 |
| 2016-03-31 | $436k | 2.3k | 188.58 |
| 2015-12-31 | $432k | 2.3k | 186.85 |
| 2015-09-30 | $417k | 2.4k | 175.58 |
| 2015-06-30 | $448k | 2.4k | 188.63 |
| 2015-03-31 | $449k | 2.4k | 189.05 |