Primoris Wealth Advisors, LLC Vanguard Growth ETF Transaction History
Primoris Wealth Advisors, LLC
- $135 Million
- Q2 2025
A detailed history of Primoris Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 7,433 shares of VUG stock, worth $3.62 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
7,433
Previous 3,890
91.08%
Holding current value
$3.62 Million
Previous $1.44 Million
125.94%
% of portfolio
2.42%
Previous 1.21%
Shares
7 transactions
Others Institutions Holding VUG
# of Institutions
2,776Shares Held
281MCall Options Held
361KPut Options Held
468K-
Bank Of America Corp Charlotte, NC49.4MShares$24.1 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$17.1 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$7.09 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.47 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.96 Billion1.09% of portfolio