Great Point Wealth Advisors, LLC Vanguard Transaction History

Great Point Wealth Advisors, LLC

$459 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 22, 2024	BUY	$57.34 - $58.41 $652,242 - $664,413	11,375 Added 274.69%	15,516 $905,000
Q2 2023 Aug 02, 2023	SELL	$57.72 - $58.69 $6,349 - $6,455	-110 Reduced 2.59%	4,141 $239,000
Q4 2022 Feb 07, 2023	SELL	$57.38 - $58.13 $11,762 - $11,916	-205 Reduced 4.6%	4,251 $245,000
Q3 2022 Nov 09, 2022	SELL	$57.67 - $59.08 $1,038 - $1,063	-18 Reduced 0.4%	4,456 $258,000
Q2 2022 Aug 25, 2022	SELL	$58.29 - $59.37 $7,169 - $7,302	-123 Reduced 2.68%	4,474 $263,000
Q1 2022 May 03, 2022	SELL	$59.19 - $60.79 $37,289 - $38,297	-630 Reduced 12.05%	4,597 $272,000
Q4 2021 Feb 09, 2022	SELL	$60.79 - $61.43 $8,510 - $8,600	-140 Reduced 2.61%	5,227 $318,000
Q3 2021 Nov 03, 2021	SELL	$61.39 - $61.54 $145,432 - $145,788	-2,369 Reduced 30.62%	5,367 $330,000
Q2 2021 Aug 12, 2021	SELL	$61.41 - $61.64 $3,684 - $3,698	-60 Reduced 0.77%	7,736 $475,000
Q1 2021 May 11, 2021	SELL	$61.49 - $61.63 $8.61 Million - $8.63 Million	-139,996 Reduced 94.73%	7,796 $480,000
Q4 2020 Jan 29, 2021	SELL	$61.6 - $62.06 $13.9 Million - $14 Million	-226,072 Reduced 60.47%	147,792 $9.1 Million
Q2 2020 Jul 24, 2020	BUY	$62.08 - $62.28 $23.2 Million - $23.3 Million	373,864 New	373,864 $23.3 Million

Others Institutions Holding VGSH

# of Institutions

919

Shares Held

231M

Call Options Held

21.5K

Put Options Held

32.6K

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