Switch Point Financial Planning, LLC Vanguard Intermediate Term Tre Transaction History
Switch Point Financial Planning, LLC
- $138 Billion
- Q3 2025
A detailed history of Switch Point Financial Planning, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 4,245 shares of VGIT stock, worth $254,700. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,245
Previous 4,204
0.98%
Holding current value
$254,700
Previous $251 Million
1.34%
% of portfolio
0.18%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding VGIT
# of Institutions
914Shares Held
427MCall Options Held
4KPut Options Held
5.4K-
Jpmorgan Chase & CO New York, NY71.8MShares$4.31 Billion0.28% of portfolio
-
Bank Of America Corp Charlotte, NC49.8MShares$2.99 Billion0.21% of portfolio
-
Employees Retirement System Of Texas23.9MShares$1.43 Billion11.45% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO20.4MShares$1.23 Billion3.42% of portfolio
-
Morgan Stanley New York, NY19.8MShares$1.19 Billion0.07% of portfolio