Switch Point Financial Planning, LLC Vanguard Specialized Funds Van Transaction History

Switch Point Financial Planning, LLC

  • $138 Billion
  • Q3 2025

A detailed history of Switch Point Financial Planning, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 3,112 shares of VNQ stock, worth $278,804. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,112
Previous 3,091 0.68%
Holding current value
$278,804
Previous $275 Million 3.35%
% of portfolio
0.21%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$88.47 - $93.24 $1,857 - $1,958
21 Added 0.68%
3,112 $285 Million
Q2 2025

Aug 01, 2025
BUY
$79.79 - $91.42 $1,755 - $2,011
22 Added 0.72%
3,091 $275 Million
Q1 2025

Apr 29, 2025
BUY
$85.55 - $94.34 $47,993 - $52,924
561 Added 22.37%
3,069 $278 Million
Q4 2024

Feb 11, 2025
BUY
$87.85 - $98.6 $220,327 - $247,288
2,508 New
2,508 $223 Million

Others Institutions Holding VNQ

# of Institutions
1,935
Shares Held
237M
Call Options Held
1.07M
Put Options Held
1.31M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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