Switch Point Financial Planning, LLC Vanguard Value ETF Transaction History
Switch Point Financial Planning, LLC
- $138 Billion
- Q3 2025
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 17,673 shares of VTV stock, worth $3.31 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
17,673
Previous 17,673
-0.0%
Holding current value
$3.31 Million
Previous $3.12 Billion
5.52%
% of portfolio
2.39%
Previous 2.56%
Shares
2 transactions
Others Institutions Holding VTV
# of Institutions
2,753Shares Held
586MCall Options Held
159KPut Options Held
38.8K-
Bank Of America Corp Charlotte, NC134MShares$25 Billion1.75% of portfolio
-
Jones Financial Companies Lllp54MShares$10.1 Billion6.9% of portfolio
-
Morgan Stanley New York, NY33.2MShares$6.22 Billion0.39% of portfolio
-
Envestnet Asset Management Inc21.9MShares$4.1 Billion1.26% of portfolio
-
Ubs Group Ag13.6MShares$2.55 Billion0.42% of portfolio