Primoris Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Primoris Wealth Advisors, LLC

$125 Million
Q1 2024

A detailed history of Primoris Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 7,861 shares of VOO stock, worth $3.98 Million. This represents 3.03% of its overall portfolio holdings.

Number of Shares

7,861

Previous 7,379 6.53%

Holding current value

$3.98 Million

Previous $3.22 Million 17.22%

% of portfolio

3.03%

Previous 3.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$429.43 - $481.35 $206,985 - $232,010	482 Added 6.53%	7,861 $3.78 Million
Q4 2023 Feb 15, 2024	BUY	$377.32 - $438.19 $2.78 Million - $3.23 Million	7,379 New	7,379 $3.22 Million
Q1 2023 Apr 25, 2023	SELL	$348.66 - $382.94 $49,161 - $53,994	-141 Reduced 11.84%	1,050 $394,000
Q4 2022 Feb 03, 2023	BUY	$343.59 - $374.54 $24,394 - $26,592	71 Added 6.34%	1,191 $418,000
Q3 2022 Oct 20, 2022	SELL	$339.63 - $395.04 $1,358 - $1,580	-4 Reduced 0.36%	1,120 $367,000

Q2 2022 Jul 29, 2022	BUY	$337.07 - $419.85 $378,866 - $471,911	1,124 New	1,124 $388,000

Others Institutions Holding VOO

# of Institutions

2,887

Shares Held

360M

Call Options Held

2.32M

Put Options Held

2.09M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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Primoris Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History