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Vanguard Growth ETF shares owned by Primoris Wealth Advisors

Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Primoris Wealth Advisors from 13F filings

Historical chart of Primoris Wealth Advisors investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Growth ETF held by Primoris Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Growth ETF by Primoris Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 2.7k 381.82
2024-06-30 $953k 2.5k 374.00
2024-03-31 $336k 975 344.24
2022-06-30 $203k 905 224.31

More positions owned by Primoris Wealth Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Apple (AAPL)
Lockheed Martin Corporation (LMT)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Meta Platforms Cl A (META)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci India Sm Cp (SMIN)
Nextera Energy (NEE)
Alphabet Cap Stk Cl C (GOOG)
Fidelity Covington Trust Msci Utils Index (FUTY)
Lam Research Corporation (LRCX)

View all positions for Primoris Wealth Advisors

Top funds holding Vanguard Growth ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
Financial Engines Advisors L.L.C
Axiom Advisory
LPL Financial
Tiaa Trust, National Association
Wells Fargo & Company
EP Wealth Advisors
Mill Creek Capital Advisors
Adviser Investments
Pnc Financial Services
Bank of New York Mellon
Royal Bank of Canada

View all funds holding Vanguard Growth ETF