Vanguard S&p 500 Etf idx shares owned by Primoris Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Primoris Wealth Advisors
from 13F filings
Historical chart of Primoris Wealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Primoris Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.6M | 8.8k | 521.68 |
| 2024-06-30 | $4.3M | 8.6k | 500.12 |
| 2024-03-31 | $3.8M | 7.9k | 480.71 |
| 2023-12-31 | $3.2M | 7.4k | 436.80 |
| 2023-03-31 | $395k | 1.1k | 376.07 |
| 2022-12-31 | $418k | 1.2k | 351.34 |
| 2022-09-30 | $367k | 1.1k | 327.68 |
| 2022-06-30 | $388k | 1.1k | 345.20 |