Principia Wealth Advisory, LLC VANGUARD CORE PLUS BOND ETF Transaction History

Principia Wealth Advisory, LLC

  • $104 Billion
  • Q1 2025
Number of Shares
4,981
Previous 4,704 5.89%
Holding current value
$381 Million
Previous $357 Million 6.53%
% of portfolio
0.36%
Previous 0.34%

Shares

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

Apr 11, 2025
BUY
N/A
277 Added 5.89%
4,981 $381 Million
Q4 2024

Apr 11, 2025
BUY
N/A
4,704 New
4,704 $357 Million
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