Great Point Wealth Advisors’s VERITIV CORPORATION VRTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,751	Closed	-$465K	–	66
2023 Q3	$465K	Buy	2,751 +2	+0.1%	+$310	0.14%	49
2023 Q2	$345K	Buy	2,749 +20	+0.7%	+$2.34K	0.1%	49
2023 Q1	$369K	Hold	2,729	–	–	0.12%	49
2022 Q4	$332K	Buy	2,729 +14	+0.5%	+$1.7K	0.11%	51
2022 Q3	$265K	Hold	2,715	–	–	0.1%	56
2022 Q2	$295K	Hold	2,715	–	–	0.1%	54
2022 Q1	$363K	Hold	2,715	–	–	0.11%	45
2021 Q4	$333K	Buy	+2,715	New	+$327K	0.1%	51

Other funds holding VRTV

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Great Point Wealth Advisors's VRTV Position: Q4 2023 in Review

Great Point Wealth Advisors sold out of VERITIV CORPORATION (VRTV) in Q4 2023, closing a stake of 2,751 shares — an estimated $465K sold.

Great Point Wealth Advisors first reported a position in VRTV in Q4 2021 and held it in 8 quarters. The position peaked at $465K in Q3 2023. 3 funds tracked by Wall St. Rank hold VRTV as of Q4 2023.

Great Point Wealth Advisors reported no remaining VERITIV CORPORATION position as of Q4 2023 after selling out during the quarter.
Great Point Wealth Advisors sold 2,751 VERITIV CORPORATION shares in Q4 2023, an estimated $465K.
Great Point Wealth Advisors first reported a position in VERITIV CORPORATION in Q4 2021 and held it in 8 quarters.
Great Point Wealth Advisors's VERITIV CORPORATION position peaked at $465K in Q3 2023.
3 funds tracked by Wall St. Rank held VERITIV CORPORATION as of Q4 2023.

Based on Great Point Wealth Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.