Switch Point Financial Planning, LLC Vanguard Growth ETF Transaction History
Switch Point Financial Planning, LLC
- $138 Billion
- Q3 2025
A detailed history of Switch Point Financial Planning, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 5,993 shares of VUG stock, worth $2.9 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
5,993
Previous 6,187
3.14%
Holding current value
$2.9 Million
Previous $2.71 Billion
5.97%
% of portfolio
2.08%
Previous 2.22%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,912Shares Held
277MCall Options Held
345KPut Options Held
178K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio