Switch Point Financial Planning, LLC VANGUARD WELLINGTON FD Transaction History

Switch Point Financial Planning, LLC

  • $122 Billion
  • Q2 2025
Number of Shares
11,897
Previous 13,188 9.79%
Holding current value
$1.2 Billion
Previous $1.33 Billion 9.41%
% of portfolio
0.98%
Previous 1.26%

Shares

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

Aug 01, 2025
SELL
N/A
-1,291 Reduced 9.79%
11,897 $1.2 Billion
Q1 2025

Apr 29, 2025
SELL
N/A
-151 Reduced 1.13%
13,188 $1.33 Billion
Q4 2024

Feb 11, 2025
BUY
N/A
13,339 New
13,339 $1.34 Billion
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