Great Point Wealth Advisors, LLC Buys WisdomTree U.S. MidCap Fund, Vroom Inc, PepsiCo Inc, Sells JP MORGAN ETF TRUS, Surgery Partners Inc, IQVIA Holdings Inc

• Added Positions: EZM, AVUS, SPSB, GSIE, HTRB, AVEM, SHY, AVUV, AVDV, DGS, VRM, PEP, PFE, PG, AOA, EEM,
• Reduced Positions: VTI, QUS, ITOT, SDY, VGSH, MSFT, IYR,
• Sold Out: JPST, SGRY, IQV,

For the details of Great Point Wealth Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/great+point+wealth+advisors%2C+llc/current-portfolio/portfolio

1. GLDMN SACHS ETF TR (GSIE) - 934,687 shares, 10.98% of the total portfolio. Shares added by 2.37%
2. Vanguard Total Stock Market ETF (VTI) - 115,861 shares, 8.84% of the total portfolio. Shares reduced by 1.59%
3. iShares 1-3 Year Treasury Bond ETF (SHY) - 272,569 shares, 8.07% of the total portfolio. Shares added by 1.82%
4. Avantis U.S. Equity ETF (AVUS) - 297,335 shares, 7.53% of the total portfolio. Shares added by 16.47%
5. HARTFORD FUNDS EXC (HTRB) - 514,754 shares, 7.21% of the total portfolio. Shares added by 3.60%

Great Point Wealth Advisors, LLC added to a holding in WisdomTree U.S. MidCap Fund by 23.05%. The purchase prices were between $49.54 and $53.94, with an estimated average price of $52.36. The stock is now traded at around $56.230000. The impact to a portfolio due to this purchase was 1.11%. The holding were 332,881 shares as of 2021-09-30.

Great Point Wealth Advisors, LLC added to a holding in Vroom Inc by 161.69%. The purchase prices were between $22.07 and $42.98, with an estimated average price of $31.92. The stock is now traded at around $19.860000. The impact to a portfolio due to this purchase was 0.09%. The holding were 18,206 shares as of 2021-09-30.

Great Point Wealth Advisors, LLC added to a holding in PepsiCo Inc by 21.70%. The purchase prices were between $148.2 and $158.91, with an estimated average price of $154.73. The stock is now traded at around $164.300000. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,434 shares as of 2021-09-30.

Great Point Wealth Advisors, LLC sold out a holding in JP MORGAN ETF TRUS. The sale prices were between $50.63 and $50.7, with an estimated average price of $50.67.

Great Point Wealth Advisors, LLC sold out a holding in Surgery Partners Inc. The sale prices were between $41.9 and $65.33, with an estimated average price of $51.25.

Great Point Wealth Advisors, LLC sold out a holding in IQVIA Holdings Inc. The sale prices were between $239.54 and $265.23, with an estimated average price of $252.52.