PRIMORIS WEALTH ADVISORS, LLC VOO Holdings History
PRIMORIS WEALTH ADVISORS, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, PRIMORIS WEALTH ADVISORS, LLC held 11,320.00 shares of Vanguard S&P 500 ETF(VOO), totaling $5.82 Mil. This investment constitutes 4.5% of their stock portfolio, and PRIMORIS WEALTH ADVISORS, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2022Q2. And since then PRIMORIS WEALTH ADVISORS, LLC has made 8 purchases of VOO, at an average price of $440.34, for a total of 12,515.00 shares. In addition, there have been 3 sales at an average price of $381.89 for 1,195.00 shares. Based on historical transaction data and VOO's current price of $583.86, PRIMORIS WEALTH ADVISORS, LLC's estimated gain on his VOO holdings is $1.55 Mil, reflecting a 28.21% gain to date.
PRIMORIS WEALTH ADVISORS, LLC VOO ($583.86) Holding Chart
PRIMORIS WEALTH ADVISORS, LLC VOO ($583.86) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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