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

Primoris Wealth Advisors, LLC

$139 Million
Q3 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 8,786 shares of VOO stock, worth $4.88 Million. This represents 3.34% of its overall portfolio holdings.

Number of Shares

8,786

Previous 8,583 2.37%

Holding current value

$4.88 Million

Previous $4.29 Million 8.01%

% of portfolio

3.34%

Previous 3.43%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$475.2 - $527.7 $96,465 - $107,123	203 Added 2.37%	8,786 $4.64 Million
Q2 2024 Aug 01, 2024	BUY	$455.1 - $504.28 $328,582 - $364,090	722 Added 9.18%	8,583 $4.29 Million
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	$327.64 - $374.54 $23,262 - $26,592	71 Added 6.34%	1,191 $418,000
Q3 2022 Oct 20, 2022	SELL	$328.3 - $395.04 $1,313 - $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

3,154

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

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