Ownership history in SwitchPoint Financial Planning, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which SwitchPoint Financial Planning, LLC reported a position in VANGUARD STAR FDS (VXUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 27,588 | — | 0% | 1.46% | $2.1M | $75.36 |
| 2025 Q3 | UNCHANGED | 27,588 | — | 0% | 1.47% | $2.0M | $72.06 |
| 2025 Q2 | UNCHANGED | 27,588 | — | 0% | 1.56% | $1.9M | $67.44 |
| 2025 Q1 | UNCHANGED | 27,588 | — | 0% | 1.63% | $1.7M | $60.18 |
| 2024 Q4 | INITIATED | 27,588 | — | — | 1.56% | $1.6M | $56.94 |
As of 2025 Q4 — sorted by position size