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

Primoris Wealth Advisors, LLC

$135 Million
Q2 2025

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 12,042 shares of VOO stock, worth $7.05 Million. This represents 5.08% of its overall portfolio holdings.

Number of Shares

12,042

Previous 11,320 6.38%

Holding current value

$7.05 Million

Previous $5.82 Million 17.59%

% of portfolio

5.08%

Previous 4.89%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$456.74 - $568.03 $329,766 - $410,117	722 Added 6.38%	12,042 $6.84 Million
Q1 2025 Apr 24, 2025	BUY	$507.05 - $563.67 $765,138 - $850,578	1,509 Added 15.38%	11,320 $5.82 Million
Q4 2024 Feb 13, 2025	BUY	$521.84 - $558.82 $534,886 - $572,790	1,025 Added 11.67%	9,811 $5.29 Million
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

3,703

Shares Held

532M

Call Options Held

2.14M

Put Options Held

2.72M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Primoris Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Primoris Wealth Advisors, LLC with notifications on news.

Account

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