Principia Wealth Advisory, LLC Vanguard Small Cap Value ETF Transaction History

Principia Wealth Advisory, LLC

  • $104 Billion
  • Q1 2025

A detailed history of Principia Wealth Advisory, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 13,101 shares of VBR stock, worth $2.43 Million. This represents 2.22% of its overall portfolio holdings.

Number of Shares
13,101
Previous 12,446 5.26%
Holding current value
$2.43 Million
Previous $2.47 Billion 6.12%
% of portfolio
2.22%
Previous 2.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
$183.02 - $207.75 $119,878 - $136,076
655 Added 5.26%
13,101 $2.32 Billion
Q4 2024

Apr 11, 2025
BUY
$197.36 - $217.3 $2.46 Million - $2.7 Million
12,446 New
12,446 $2.47 Billion

Others Institutions Holding VBR

# of Institutions
1,712
Shares Held
95.9M
Call Options Held
56.1K
Put Options Held
9.5K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Principia Wealth Advisory, LLC Portfolio

Follow Principia Wealth Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principia Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principia Wealth Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email