Guidance Point Advisors, LLC Closed Holding Positions

Guidance Point Advisors, LLC

  • $398 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q4 2021 Filed on Jan 28, 2022
551
$81.21 - $82.44 $44.7K - $45.4K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q4 2021 Filed on Jan 28, 2022
812
$51.18 - $52.61 $41.6K - $42.7K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
Q4 2021 Filed on Jan 28, 2022
4,915
$16.77 - $17.72 $82.4K - $87.1K
XLU
Utilities Sector Spdr

ETFs
Q4 2021 Filed on Jan 28, 2022
413
$63.88 - $71.58 $26.4K - $29.6K
UNH
Unitedhealth Group Inc

Healthcare
Q4 2021 Filed on Jan 28, 2022
3
$387.01 - $505.58 $1.16K - $1.52K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
65
$569.0 - $667.24 $37K - $43.4K
TJX
Tjx Companies Inc

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
26
$62.97 - $75.92 $1.64K - $1.97K
TREX
Trex CO Inc

Industrials
Q4 2021 Filed on Jan 28, 2022
14
$91.29 - $140.68 $1.28K - $1.97K
TRN
Trinity Industries Inc

Industrials
Q4 2021 Filed on Jan 28, 2022
352
$25.57 - $30.22 $9K - $10.6K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
7
$24.09 - $37.86 $169 - $265
USPH
U S Physical Therapy Inc

Healthcare
Q4 2021 Filed on Jan 28, 2022
109
$84.54 - $113.02 $9.21K - $12.3K
UGI
Ugi Corp

Utilities
Q4 2021 Filed on Jan 28, 2022
136
$41.25 - $45.91 $5.61K - $6.24K
UNP
Union Pacific Corp

Industrials
Q4 2021 Filed on Jan 28, 2022
10
$201.74 - $251.93 $2.02K - $2.52K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q4 2021 Filed on Jan 28, 2022
67
$269.22 - $305.79 $18K - $20.5K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
Q4 2021 Filed on Jan 28, 2022
841
$60.05 - $64.51 $50.5K - $54.3K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
Q4 2021 Filed on Jan 28, 2022
42
$72.79 - $74.53 $3.06K - $3.13K
WPP
Wpp PLC

Communication Services
Q4 2021 Filed on Jan 28, 2022
71
$64.88 - $76.2 $4.61K - $5.41K
XYL
Xylem Inc.

Industrials
Q4 2021 Filed on Jan 28, 2022
30
$114.05 - $133.51 $3.42K - $4.01K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
145
$47.2 - $61.06 $6.84K - $8.85K
ZEN
Zendesk, Inc.

Technology
Q4 2021 Filed on Jan 28, 2022
14
$91.74 - $135.23 $1.28K - $1.89K
ZETA
Zeta Global Holdings Corp.

Technology
Q4 2021 Filed on Jan 28, 2022
610
$6.17 - $10.26 $3.76K - $6.26K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q4 2021 Filed on Jan 28, 2022
4
$53.0 - $103.63 $212 - $415
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
51
$115.43 - $146.63 $5.89K - $7.48K
DFE
Wisdomtree Tr Europe Smallcap

ETFs
Q4 2021 Filed on Jan 28, 2022
1,830
$69.94 - $76.06 $128K - $139K
WHR
Whirlpool Corp

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
23
$198.25 - $238.28 $4.56K - $5.48K
WU
Western Union CO

Financial Services
Q4 2021 Filed on Jan 28, 2022
203
$15.82 - $21.29 $3.21K - $4.32K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
Q4 2021 Filed on Jan 28, 2022
1,548
$79.7 - $88.45 $123K - $137K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q4 2021 Filed on Jan 28, 2022
200
$177.01 - $223.45 $35.4K - $44.7K
VTRS
Viatris Inc

Healthcare
Q4 2021 Filed on Jan 28, 2022
402
$12.09 - $14.68 $4.86K - $5.9K
VMEO
Vimeo, Inc.

Technology
Q4 2021 Filed on Jan 28, 2022
11
$17.53 - $35.02 $193 - $385
V
Visa Inc.

Financial Services
Q4 2021 Filed on Jan 28, 2022
626
$190.16 - $233.88 $119K - $146K
WM
Waste Management Inc

Industrials
Q4 2021 Filed on Jan 28, 2022
23
$148.83 - $166.9 $3.42K - $3.84K
WST
West Pharmaceutical Services Inc

Healthcare
Q4 2021 Filed on Jan 28, 2022
28
$402.25 - $471.34 $11.3K - $13.2K
WDC
Western Digital Corp

Technology
Q4 2021 Filed on Jan 28, 2022
550
$52.29 - $66.13 $28.8K - $36.4K
RDN
Radian Group Inc

Financial Services
Q4 2021 Filed on Jan 28, 2022
398
$19.5 - $24.45 $7.76K - $9.73K
RJF
Raymond James Financial Inc

Financial Services
Q4 2021 Filed on Jan 28, 2022
81
$93.38 - $102.53 $7.56K - $8.3K
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q4 2021 Filed on Jan 28, 2022
511
$39.06 - $43.63 $20K - $22.3K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q4 2021 Filed on Jan 28, 2022
766
$51.9 - $57.29 $39.8K - $43.9K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q4 2021 Filed on Jan 28, 2022
759
$48.64 - $55.07 $36.9K - $41.8K
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q4 2021 Filed on Jan 28, 2022
380
$73.11 - $83.4 $27.8K - $31.7K
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q4 2021 Filed on Jan 28, 2022
560
$67.9 - $73.3 $38K - $41K
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q4 2021 Filed on Jan 28, 2022
109
$44.62 - $51.81 $4.86K - $5.65K
ST
Sensata Technologies Holding PLC

Technology
Q4 2021 Filed on Jan 28, 2022
266
$54.77 - $61.69 $14.6K - $16.4K
SCI
Service Corp International

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
98
$60.75 - $71.25 $5.95K - $6.98K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q4 2021 Filed on Jan 28, 2022
1,550
$37.77 - $40.6 $58.5K - $62.9K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q4 2021 Filed on Jan 28, 2022
905
$28.68 - $31.96 $26K - $28.9K
SLB
Schlumberger Limited

Energy
Q4 2021 Filed on Jan 28, 2022
268
$28.38 - $34.74 $7.61K - $9.31K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
14
$543.48 - $670.97 $7.61K - $9.39K
RS
Reliance Steel & Aluminum CO

Basic Materials
Q4 2021 Filed on Jan 28, 2022
41
$141.18 - $166.83 $5.79K - $6.84K
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