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Provident Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Provident Wealth Management’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Hold
0
– – – 92
2023
Q1 		– Hold
0
– – – 98
2022
Q4 		– Sell
-90
Closed -$3.31K – 91
2022
Q3 		$3K Hold
90
– – ﹤0.01% 87
2022
Q2 		$3K Hold
90
– – ﹤0.01% 91
2022
Q1 		$4K Buy
+90
New +$4.26K ﹤0.01% 93

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Provident Wealth Management's VUG Position: Q2 2023 in Review

Provident Wealth Management held its Vanguard Growth ETF (VUG) position steady in Q2 2023 at 0 shares worth $19. The position accounts for ﹤0.01% of the portfolio, ranked #92.

Provident Wealth Management first reported a position in VUG in Q1 2022 and has held it in 3 quarters since. The position peaked at $4K in Q1 2022. 1,821 funds tracked by Wall St. Rank hold VUG as of Q2 2023.

  • Provident Wealth Management held 0 shares of Vanguard Growth ETF worth $19 as of Q2 2023.
  • Provident Wealth Management left its Vanguard Growth ETF share count unchanged in Q2 2023.
  • Vanguard Growth ETF made up ﹤0.01% of Provident Wealth Management's portfolio in Q2 2023, its #92 holding.
  • Provident Wealth Management first reported a position in Vanguard Growth ETF in Q1 2022 and has held it in 3 quarters since.
  • Provident Wealth Management's Vanguard Growth ETF position peaked at $4K in Q1 2022.
  • 1,821 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2023.

Based on Provident Wealth Management's 13F filing for Q2 2023, filed 31 Jul 2023.