Envestnet Portfolio Solutions, Inc. Vanguard Wellington Fd U S Mom Transaction History

Envestnet Portfolio Solutions, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$147.38 - $176.39 $201,468 - $241,125	-1,367 Reduced 48.72%	1,439 $218,000
Q4 2024 Feb 10, 2025	BUY	$159.11 - $178.39 $84,646 - $94,903	532 Added 23.39%	2,806 $461,000
Q3 2024 Oct 31, 2024	SELL	$141.31 - $161.48 $62,317 - $71,212	-441 Reduced 16.24%	2,274 $366,000
Q2 2024 Jul 16, 2024	SELL	$138.89 - $152.14 $51,528 - $56,443	-371 Reduced 12.02%	2,715 $407,000
Q1 2024 May 06, 2024	BUY	$126.46 - $151.44 $8,852 - $10,600	70 Added 2.32%	3,086 $466,000
Q4 2023 Feb 07, 2024	SELL	$105.72 - $133.01 $6,977 - $8,778	-66 Reduced 2.14%	3,016 $395,000
Q3 2023 Nov 13, 2023	BUY	$111.55 - $125.68 $343,797 - $387,345	3,082 New	3,082 $349,000

149

3.32M

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