Principia Wealth Advisory’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.33M	Sell	11,926 -1,175	-9%	-$229K	1.97%	16
2025 Q1	$2.32M	Buy	13,101 +655	+5%	+$116K	2.22%	15
2024 Q4	$2.47M	Buy	+12,446	New	+$2.47M	2.32%	15