PWA
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Principia Wealth Advisory’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Principia Wealth Advisory’s Portfolio VTES Stock Details VTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$95K Hold
941
– – 0.08% 87
2025
Q1 		$93.7K Buy
+941
New +$93.7K 0.09% 70