PWA
Primoris Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.26M | Buy |
7,433
+3,543
| +91% | +$1.55M | 2.22% | 17 |
|
|
2025
Q1 | $1.45M | Buy |
3,890
+485
| +14% | +$181K | 1.12% | 29 |
|
|
2024
Q4 | $1.4M | Buy |
3,405
+725
| +27% | +$298K | 1.06% | 30 |
|
|
2024
Q3 | $1.02M | Buy |
2,680
+132
| +5% | +$50.4K | 0.74% | 40 |
|
|
2024
Q2 | $953K | Buy |
2,548
+1,573
| +161% | +$588K | 0.76% | 39 |
|
|
2024
Q1 | $336K | Buy |
+975
| New | +$336K | 0.27% | 71 |
|
|
2022
Q3 | – | Sell |
-905
| Closed | -$203K | – | 77 |
|
|
2022
Q2 | $203K | Buy |
+905
| New | +$203K | 0.29% | 68 |
|