PWA
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Principia Wealth Advisory’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Principia Wealth Advisory’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$370K Sell
3,658
-468
-11% -$47.4K 0.31% 38
2025
Q1 		$376K Buy
4,126
+125
+3% +$11.4K 0.36% 29
2024
Q4 		$424K Buy
+4,001
New +$424K 0.4% 26