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

Principia Wealth Advisory, LLC

  • $118 Billion
  • Q2 2025
Number of Shares
5,467
Previous 4,981 9.76%
Holding current value
$425 Million
Previous $381 Million 11.69%
% of portfolio
0.36%
Previous 0.36%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
486 Added 9.76%
5,467 $425 Million
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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