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

Principia Wealth Advisory, LLC

  • $118 Billion
  • Q2 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 2,411 shares of VYM stock, worth $339,975. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,411
Previous 2,039 18.24%
Holding current value
$339,975
Previous $250 Million 28.44%
% of portfolio
0.27%
Previous 0.24%

Shares

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

Aug 14, 2025
BUY
$114.78 - $133.31 $42,698 - $49,591
372 Added 18.24%
2,411 $321 Million
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
2,099
Shares Held
190M
Call Options Held
2.01M
Put Options Held
167K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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