WealthPLAN Partners’s Vroom Inc VRM Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-1	Closed	-$144	–	1157
2023 Q2	$144	Hold	1	–	–	﹤0.01%	1219
2023 Q1	$90	Buy	+1	New	+$81	﹤0.01%	1292

Other funds holding VRM

CMC

Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthPLAN Partners's VRM Position: Q3 2023 in Review

WealthPLAN Partners sold out of Vroom Inc (VRM) in Q3 2023, closing a stake of 1 share — an estimated $144 sold.

WealthPLAN Partners first reported a position in VRM in Q1 2023 and held it in 2 quarters. The position peaked at $144 in Q2 2023. 90 funds tracked by Wall St. Rank hold VRM as of Q3 2023.

WealthPLAN Partners reported no remaining Vroom Inc position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 1 Vroom Inc share in Q3 2023, an estimated $144.
WealthPLAN Partners first reported a position in Vroom Inc in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Vroom Inc position peaked at $144 in Q2 2023.
90 funds tracked by Wall St. Rank held Vroom Inc as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.