Primoris Wealth Advisors, LLC Vanguard Growth ETF Transaction History

Primoris Wealth Advisors, LLC

  • $139 Million
  • Q3 2024

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 2,680 shares of VUG stock, worth $1.07 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
2,680
Previous 2,548 5.18%
Holding current value
$1.07 Million
Previous $952,000 7.98%
% of portfolio
0.74%
Previous 0.76%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$341.08 - $391.94 $45,022 - $51,736
132 Added 5.18%
2,680 $1.03 Million
Q2 2024

Aug 01, 2024
BUY
$322.46 - $377.11 $507,229 - $593,194
1,573 Added 161.33%
2,548 $952,000
Q1 2024

May 07, 2024
BUY
$301.05 - $346.61 $293,523 - $337,944
975 New
975 $335,000
Q2 2022

Jul 29, 2022
BUY
$214.97 - $293.87 $194,547 - $265,952
905 New
905 $203,000

Others Institutions Holding VUG

# of Institutions
2,374
Shares Held
241M
Call Options Held
240K
Put Options Held
155K
View Full List

About VANGUARD GROWTH ETF

VUG Quotes by TradingView
  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
Track This Portfolio

Track Primoris Wealth Advisors, LLC Portfolio

Follow Primoris Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email