Primoris Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$900K Hold
2025
Q1
$810K Hold
2024
Q4
$850K Hold
2024
Q3
$830K Hold
2024
Q2
$787K Hold
2024
Q1
$756K Hold
2023
Q4
$688K Buy