SwitchPoint Financial Planning, LLC VTV Holdings History
Number of Shares
15,518.00
Current Holdings Value*
$2.68 Mil
% of Portfolio
2.54%
Total Estimate Gain
$63,778.98
% of Total Estimate Gain
2.34%
SwitchPoint Financial Planning, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, SwitchPoint Financial Planning, LLC held 15,518.00 shares of Vanguard Value ETF(VTV), totaling $2.68 Mil. This investment constitutes 2.54% of their stock portfolio, and SwitchPoint Financial Planning, LLC now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and VTV's current price of $179.63, SwitchPoint Financial Planning, LLC's estimated gain on his VTV holdings is $63,778.98, reflecting a 2.34% gain to date.
SwitchPoint Financial Planning, LLC VTV ($179.63) Holding Chart
SwitchPoint Financial Planning, LLC VTV ($179.63) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers