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Provence Wealth Management Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Provence Wealth Management Group’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$1.31K Hold
3
– – ﹤0.01% 409
2023
Q3 		$1.18K Buy
+3
New +$1.23K ﹤0.01% 419

Other funds holding VOO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Provence Wealth Management Group's VOO Position: Q4 2023 in Review

Provence Wealth Management Group held its Vanguard S&P 500 ETF (VOO) position steady in Q4 2023 at 3 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Provence Wealth Management Group first reported a position in VOO in Q3 2023 and has held it in 2 quarters since. 2,664 funds tracked by Wall St. Rank hold VOO as of Q4 2023.

  • Provence Wealth Management Group held 3 shares of Vanguard S&P 500 ETF worth $1.31K as of Q4 2023.
  • Provence Wealth Management Group left its Vanguard S&P 500 ETF share count unchanged in Q4 2023.
  • Vanguard S&P 500 ETF made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #409 holding.
  • Provence Wealth Management Group first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 2 quarters since.
  • 2,664 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.