Providence Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Providence Wealth Advisors’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,720	Closed	-$249K	–	94
2023 Q1	$249K	Hold	4,720	–	–	0.18%	87
2022 Q4	$240K	Hold	4,720	–	–	0.18%	87
2022 Q3	$239K	Hold	4,720	–	–	0.18%	87
2022 Q2	$234K	Hold	4,720	–	–	0.17%	92
2022 Q1	$282K	Hold	4,720	–	–	0.18%	86
2021 Q4	$287K	Sell	4,720 -36	-0.8%	-$2.26K	0.18%	86
2021 Q3	$283K	Buy	+4,756	New	+$287K	0.2%	84

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Providence Wealth Advisors's VO Position: Q2 2023 in Review

Providence Wealth Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q2 2023, closing a stake of 4,720 shares — an estimated $249K sold.

Providence Wealth Advisors first reported a position in VO in Q3 2021 and held it in 7 quarters. The position peaked at $287K in Q4 2021. 1,651 funds tracked by Wall St. Rank hold VO as of Q2 2023.

Providence Wealth Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
Providence Wealth Advisors sold 4,720 Vanguard Mid-Cap ETF shares in Q2 2023, an estimated $249K.
Providence Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q3 2021 and held it in 7 quarters.
Providence Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $287K in Q4 2021.
1,651 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2023.

Based on Providence Wealth Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.