PWA
Primoris Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.84M | Buy |
12,042
+722
| +6% | +$410K | 4.67% | 1 |
|
|
2025
Q1 | $5.82M | Buy |
11,320
+1,509
| +15% | +$776K | 4.5% | 2 |
|
|
2024
Q4 | $5.29M | Buy |
9,811
+1,025
| +12% | +$552K | 4.02% | 5 |
|
|
2024
Q3 | $4.58M | Buy |
8,786
+203
| +2% | +$106K | 3.33% | 6 |
|
|
2024
Q2 | $4.29M | Buy |
8,583
+722
| +9% | +$361K | 3.43% | 6 |
|
|
2024
Q1 | $3.78M | Buy |
7,861
+482
| +7% | +$232K | 3.02% | 9 |
|
|
2023
Q4 | $3.22M | Buy |
+7,379
| New | +$3.22M | 3.04% | 10 |
|
|
2023
Q2 | – | Sell |
-1,050
| Closed | -$395K | – | 76 |
|
|
2023
Q1 | $395K | Sell |
1,050
-141
| -12% | -$53K | 0.49% | 47 |
|
|
2022
Q4 | $418K | Buy |
1,191
+71
| +6% | +$24.9K | 0.64% | 39 |
|
|
2022
Q3 | $367K | Sell |
1,120
-4
| -0.4% | -$1.31K | 0.65% | 42 |
|
|
2022
Q2 | $388K | Buy |
+1,124
| New | +$388K | 0.56% | 44 |
|