Switch Point Financial Planning, LLC Vanguard Extended Duration Tre Transaction History
Switch Point Financial Planning, LLC
- $138 Billion
- Q3 2025
A detailed history of Switch Point Financial Planning, LLC transactions in Vanguard Extended Duration Tre stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 3,475 shares of EDV stock, worth $234,875. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,475
Previous 3,475
-0.0%
Holding current value
$234,875
Previous $234 Million
1.71%
% of portfolio
0.17%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding EDV
# of Institutions
198Shares Held
16MCall Options Held
298KPut Options Held
497K-
Midland Wealth Advisors LLC Rockford, IL1.35MShares$91.1 Million4.94% of portfolio
-
Mirae Asset Global Investments Co., Ltd.1.31MShares$88.5 Million0.29% of portfolio
-
Bank Of America Corp Charlotte, NC1.23MShares$83.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.22MShares$82.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC891KShares$60.3 Million0.02% of portfolio