Principia Wealth Advisory, LLC Vanguard Small Cap ETF Transaction History
Principia Wealth Advisory, LLC
- $118 Billion
- Q2 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 667 shares of VB stock, worth $166,623. This represents 0.13% of its overall portfolio holdings.
Number of Shares
667Holding current value
$166,623% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding VB
# of Institutions
2,484Shares Held
164MCall Options Held
68.3KPut Options Held
26.1K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
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Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio