Principia Wealth Advisory, LLC Vanguard Transaction History
Principia Wealth Advisory, LLC
- $118 Billion
- Q2 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Vanguard stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 12,787 shares of VGSH stock, worth $750,852. This represents 0.64% of its overall portfolio holdings.
Number of Shares
12,787
Previous 12,033
6.27%
Holding current value
$750,852
Previous $705 Million
6.66%
% of portfolio
0.64%
Previous 0.67%
Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
1,062Shares Held
267MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio