Switch Point Financial Planning, LLC VANGUARD WELLINGTON FD Transaction History

Switch Point Financial Planning, LLC

  • $138 Billion
  • Q3 2025
Number of Shares
11,951
Previous 11,897 0.45%
Holding current value
$1.22 Billion
Previous $1.2 Billion 1.44%
% of portfolio
0.88%
Previous 0.98%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
N/A
54 Added 0.45%
11,951 $1.22 Billion
Q2 2025

Aug 01, 2025
SELL
N/A
-1,291 Reduced 9.79%
11,897 $1.2 Billion
Q1 2025

Apr 29, 2025
SELL
N/A
-151 Reduced 1.13%
13,188 $1.33 Billion
Q4 2024

Feb 11, 2025
BUY
N/A
13,339 New
13,339 $1.34 Billion
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