Switch Point Financial Planning, LLC Vanguard Growth ETF Transaction History
Switch Point Financial Planning, LLC
- $122 Billion
- Q2 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 6,187 shares of VUG stock, worth $2.92 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
6,187
Previous 4,954
24.89%
Holding current value
$2.92 Million
Previous $1.84 Billion
47.65%
% of portfolio
2.22%
Previous 1.74%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,764Shares Held
281MCall Options Held
361KPut Options Held
468K-
Bank Of America Corp Charlotte, NC49.4MShares$23.3 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$16.5 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$6.86 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.33 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.83 Billion1.09% of portfolio