Switch Point Financial Planning, LLC Vanguard Small Cap ETF Transaction History
Switch Point Financial Planning, LLC
- $122 Billion
- Q2 2025
A detailed history of Switch Point Financial Planning, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 5,006 shares of VB stock, worth $1.2 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
5,006
Previous 5,006
-0.0%
Holding current value
$1.2 Million
Previous $1.11 Billion
6.87%
% of portfolio
0.97%
Previous 1.05%
Shares
1 transactions
Others Institutions Holding VB
# of Institutions
2,381Shares Held
167MCall Options Held
78.1KPut Options Held
29.4K-
Bank Of America Corp Charlotte, NC24.1MShares$5.78 Billion0.44% of portfolio
-
Morgan Stanley New York, NY7.66MShares$1.84 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.66MShares$1.6 Billion1.33% of portfolio
-
Wells Fargo & Company San Francisco, CA5.82MShares$1.4 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.24 Billion0.38% of portfolio