Principia Wealth Advisory, LLC Vanguard Whitehall Fds (Vangua Transaction History

Principia Wealth Advisory, LLC

  • $104 Billion
  • Q1 2025

A detailed history of Principia Wealth Advisory, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 2,039 shares of VYM stock, worth $260,074. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,039
Previous 786 159.41%
Holding current value
$260,074
Previous $100 Million 149.46%
% of portfolio
0.24%
Previous 0.09%

Shares

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

Apr 11, 2025
BUY
$126.11 - $135.06 $158,015 - $169,230
1,253 Added 159.41%
2,039 $250 Million
Q4 2024

Apr 11, 2025
BUY
$126.68 - $134.74 $99,570 - $105,905
786 New
786 $100 Million

Others Institutions Holding VYM

# of Institutions
1,965
Shares Held
194M
Call Options Held
843K
Put Options Held
340K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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