PWA
Primoris Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $900K | Hold |
3,153
| – | – | 0.61% | 45 |
|
|
2025
Q1 | $810K | Hold |
3,153
| – | – | 0.63% | 41 |
|
|
2024
Q4 | $850K | Hold |
3,153
| – | – | 0.65% | 38 |
|
|
2024
Q3 | $830K | Hold |
3,153
| – | – | 0.6% | 48 |
|
|
2024
Q2 | $787K | Hold |
3,153
| – | – | 0.63% | 44 |
|
|
2024
Q1 | $756K | Hold |
3,153
| – | – | 0.6% | 46 |
|
|
2023
Q4 | $688K | Buy |
+3,153
| New | +$688K | 0.65% | 42 |
|