Switch Point Financial Planning, LLC Vanguard Value ETF Transaction History
Switch Point Financial Planning, LLC
- $105 Billion
- Q1 2025
A detailed history of Switch Point Financial Planning, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 15,518 shares of VTV stock, worth $2.58 Million. This represents 2.54% of its overall portfolio holdings.
Number of Shares
15,518
Previous 15,518
-0.0%
Holding current value
$2.58 Million
Previous $2.63 Billion
2.03%
% of portfolio
2.54%
Previous 2.52%
Shares
1 transactions
Others Institutions Holding VTV
# of Institutions
2,597Shares Held
558MCall Options Held
182KPut Options Held
65.4K-
Bank Of America Corp Charlotte, NC124MShares$20.7 Billion1.77% of portfolio
-
Jones Financial Companies Lllp53MShares$8.83 Billion3.07% of portfolio
-
Morgan Stanley New York, NY32.1MShares$5.35 Billion0.41% of portfolio
-
Envestnet Asset Management Inc20.2MShares$3.37 Billion1.17% of portfolio
-
Ubs Group Ag13.4MShares$2.24 Billion0.44% of portfolio