Switch Point Financial Planning, LLC Vanguard Small Cap ETF Transaction History
Switch Point Financial Planning, LLC
- $104 Billion
- Q4 2024
A detailed history of Switch Point Financial Planning, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 5,006 shares of VB stock, worth $1.24 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
5,006Holding current value
$1.24 Million% of portfolio
1.15%Shares
1 transactions
Others Institutions Holding VB
# of Institutions
2,297Shares Held
161MCall Options Held
76.8KPut Options Held
29K-
Bank Of America Corp Charlotte, NC24.8MShares$6.15 Billion0.51% of portfolio
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Morgan Stanley New York, NY7.54MShares$1.87 Billion0.13% of portfolio
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Jones Financial Companies Lllp7.33MShares$1.82 Billion1.68% of portfolio
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Wells Fargo & Company San Francisco, CA5.67MShares$1.41 Billion0.32% of portfolio
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Envestnet Asset Management Inc5.26MShares$1.3 Billion0.42% of portfolio