Great Point Wealth Advisors’s Vroom Inc VRM Stock Holding History

Great Point Wealth Advisors’s Portfolio VRM Stock Details VRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-228	Closed	-$11K	–	64
2023 Q4	$11K	Hold	228	–	–	﹤0.01%	61
2023 Q3	$20.4K	Hold	228	–	–	0.01%	62
2023 Q2	$26.2K	Hold	228	–	–	0.01%	60
2023 Q1	$16.4K	Hold	228	–	–	0.01%	61
2022 Q4	$18.6K	Hold	228	–	–	0.01%	61
2022 Q3	$21K	Hold	228	–	–	0.01%	64
2022 Q2	$23K	Hold	228	–	–	0.01%	65
2022 Q1	$48K	Hold	228	–	–	0.02%	60
2021 Q4	$196K	Hold	228	–	–	0.06%	59
2021 Q3	$402K	Buy	228 +141	+162%	+$359K	0.14%	39
2021 Q2	$291K	Buy	+87	New	+$296K	0.1%	46

Other funds holding VRM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CMC

Catterton Management Company Greenwich, Connecticut $3.61B AUM 21.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Great Point Wealth Advisors's VRM Position: Q1 2024 in Review

Great Point Wealth Advisors sold out of Vroom Inc (VRM) in Q1 2024, closing a stake of 228 shares — an estimated $11K sold.

Great Point Wealth Advisors first reported a position in VRM in Q2 2021 and held it in 11 quarters. The position peaked at $402K in Q3 2021. 36 funds tracked by Wall St. Rank hold VRM as of Q1 2024.

Great Point Wealth Advisors reported no remaining Vroom Inc position as of Q1 2024 after selling out during the quarter.
Great Point Wealth Advisors sold 228 Vroom Inc shares in Q1 2024, an estimated $11K.
Great Point Wealth Advisors first reported a position in Vroom Inc in Q2 2021 and held it in 11 quarters.
Great Point Wealth Advisors's Vroom Inc position peaked at $402K in Q3 2021.
36 funds tracked by Wall St. Rank held Vroom Inc as of Q1 2024.

Based on Great Point Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.