Switch Point Financial Planning, LLC Vanguard Value ETF Transaction History
Switch Point Financial Planning, LLC
- $104 Billion
- Q4 2024
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 $2.73 Million. This represents 2.52% of its overall portfolio holdings.
Number of Shares
15,518Holding current value
$2.73 Million% of portfolio
2.52%Shares
1 transactions
Others Institutions Holding VTV
# of Institutions
2,443Shares Held
534MCall Options Held
351KPut Options Held
77.9K-
Bank Of America Corp Charlotte, NC118MShares$20.9 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.49 Billion8.7% of portfolio
-
Morgan Stanley New York, NY29.1MShares$5.12 Billion0.37% of portfolio
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Envestnet Asset Management Inc19.8MShares$3.49 Billion1.14% of portfolio
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Ubs Group Ag13MShares$2.29 Billion0.5% of portfolio