Providence Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Providence Wealth Advisors’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 Q2	–	Sell	-2,061	Closed	-$781K	–	95
2023 Q1	$781K	Buy	2,061 +4	+0.2%	+$1.47K	0.58%	53
2022 Q4	$717K	Hold	2,057	–	–	0.53%	55
2022 Q3	$719K	Sell	2,057 -113	-5%	-$41.3K	0.54%	56
2022 Q2	$760K	Hold	2,170	–	–	0.55%	57
2022 Q1	$904K	Sell	2,170 -4	-0.2%	-$1.64K	0.58%	52
2021 Q4	$922K	Hold	2,174	–	–	0.58%	53
2021 Q3	$862K	Buy	2,174 +935	+75%	+$379K	0.6%	48
2021 Q2	$494K	Buy	1,239 +43	+4%	+$16.5K	0.34%	68
2021 Q1	$436K	Hold	1,196	–	–	0.32%	70
2020 Q4	$409K	Hold	1,196	–	–	0.34%	69
2020 Q3	$368K	Sell	1,196 -143	-11%	-$43.6K	0.36%	65
2020 Q2	$379K	Sell	1,339 -270	-17%	-$72.7K	0.39%	66
2020 Q1	$371K	Buy	+1,609	New	+$451K	0.45%	60

Other funds holding VOO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

RJA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

Providence Wealth Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q2 2023, closing a stake of 2,061 shares — an estimated $781K sold.

Providence Wealth Advisors first reported a position in VOO in Q1 2020 and held it in 13 quarters. The position peaked at $922K in Q4 2021. 2,375 funds tracked by Wall St. Rank hold VOO as of Q2 2023.

Providence Wealth Advisors reported no remaining Vanguard S&P 500 ETF position as of Q2 2023 after selling out during the quarter.
Providence Wealth Advisors sold 2,061 Vanguard S&P 500 ETF shares in Q2 2023, an estimated $781K.
Providence Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2020 and held it in 13 quarters.
Providence Wealth Advisors's Vanguard S&P 500 ETF position peaked at $922K in Q4 2021.
2,375 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2023.

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