Switch Point Financial Planning, LLC VANGUARD WELLINGTON FD Transaction History

Switch Point Financial Planning, LLC

  • $105 Billion
  • Q1 2025
Number of Shares
13,188
Previous 13,339 1.13%
Holding current value
$1.33 Billion
Previous $1.34 Billion 0.88%
% of portfolio
1.26%
Previous 1.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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