Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-1,179.80
% of Total Estimate Gain
-0.43%

SwitchPoint Financial Planning, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, SwitchPoint Financial Planning, LLC held - shares of Vanguard Dividend Appreciation FTF(VIG), totaling N/A. This investment constitutes 0% of their stock portfolio, and SwitchPoint Financial Planning, LLC now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $198.85 for 1,388.00 shares. Based on historical transaction data and VIG's current price of $206.10, SwitchPoint Financial Planning, LLC's estimated gain on his VIG holdings is $-1,179.80, reflecting a -0.43% gain to date.

SwitchPoint Financial Planning, LLC VIG ($206.10) Holding Chart

SwitchPoint Financial Planning, LLC VIG ($206.10) 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 %

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