Vanguard Large-Cap ETF shares owned by Primoris Wealth Advisors
Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Primoris Wealth Advisors
from 13F filings
Historical chart of Primoris Wealth Advisors investment in Vanguard Large-Cap ETF
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All positions including Vanguard Large-Cap 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 Large-Cap ETF by Primoris Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $971k | 3.2k | 307.86 |
| 2025-06-30 | $900k | 3.2k | 285.30 |
| 2025-03-31 | $810k | 3.2k | 257.03 |
| 2024-12-31 | $850k | 3.2k | 269.70 |
| 2024-09-30 | $830k | 3.2k | 263.29 |
| 2024-06-30 | $787k | 3.2k | 249.62 |
| 2024-03-31 | $756k | 3.2k | 239.76 |
| 2023-12-31 | $688k | 3.2k | 218.15 |