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

Principia Wealth Advisory, LLC

  • $118 Billion
  • Q2 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 11,926 shares of VBR stock, worth $2.45 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares
11,926
Previous 13,101 8.97%
Holding current value
$2.45 Million
Previous $2.32 Billion 0.46%
% of portfolio
1.97%
Previous 2.22%

Shares

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

Aug 14, 2025
SELL
$162.76 - $195.77 $191,243 - $230,029
-1,175 Reduced 8.97%
11,926 $2.33 Billion
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
1,796
Shares Held
91.8M
Call Options Held
70.1K
Put Options Held
8.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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