Provident Living Financial Services, Inc. historic quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Provident Living Financial Services, Inc. opened 3 positions, added to 11, reduced 12 and sold out of 2.
- Q2 2026: Stock VTI; Country of operation —; Class TOTAL STK MKT; Shares before 15,937.
- Q2 2026: Stock QQQ; Country of operation —; Class UNIT SER 1; Shares before 1,123.
- Q2 2026: Stock VOT; Country of operation —; Class MCAP GR IDXVIP; Shares before 3,097.
- Q2 2026: Stock VBR; Country of operation —; Class SM CP VAL ETF; Shares before 2,903.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2083149), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
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