Primoris Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.84M | Buy |
|
|||||
|
2025
Q1 | $5.82M | Buy |
|
|||||
|
2024
Q4 | $5.29M | Buy |
|
|||||
|
2024
Q3 | $4.58M | Buy |
|
|||||
|
2024
Q2 | $4.29M | Buy |
|
|||||
|
2024
Q1 | $3.78M | Buy |
|
|||||
|
2023
Q4 | $3.22M | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $395K | Sell |
|
|||||
|
2022
Q4 | $418K | Buy |
|
|||||
|
2022
Q3 | $367K | Sell |
|
|||||
|
2022
Q2 | $388K | Buy |
|