Principia Wealth Advisory, LLC Vanguard S&P Small Cap 600 ETF Transaction History
Principia Wealth Advisory, LLC
- $104 Billion
- Q1 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 4,126 shares of VIOO stock, worth $380,953. This represents 0.36% of its overall portfolio holdings.
Number of Shares
4,126
Previous 4,001
3.12%
Holding current value
$380,953
Previous $424 Million
11.43%
% of portfolio
0.36%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding VIOO
# of Institutions
362Shares Held
13.7MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.19MShares$110 Million3.15% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$108 Million0.01% of portfolio
-
Morgan Stanley New York, NY722KShares$66.7 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS599KShares$55.3 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC469KShares$43.3 Million0.02% of portfolio