Envestnet Portfolio Solutions, Inc. Vanguard Small Cap Value ETF Transaction History

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 3,286 shares of VBR stock, worth $693,838. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,286
Previous 3,477 5.49%
Holding current value
$693,838
Previous $647,000 1.08%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$162.76 - $195.77 $31,087 - $37,392
-191 Reduced 5.49%
3,286 $640,000
Q1 2025

Apr 21, 2025
SELL
$183.02 - $207.75 $1.06 Million - $1.2 Million
-5,792 Reduced 62.49%
3,477 $647,000
Q4 2024

Feb 10, 2025
BUY
$197.36 - $217.3 $5,526 - $6,084
28 Added 0.3%
9,269 $1.84 Million
Q3 2024

Oct 31, 2024
SELL
$179.99 - $201.6 $1.54 Million - $1.73 Million
-8,561 Reduced 48.09%
9,241 $1.86 Million
Q2 2024

Jul 16, 2024
BUY
$177.65 - $191.11 $105,346 - $113,328
593 Added 3.45%
17,802 $3.25 Million
Q1 2024

May 06, 2024
SELL
$172.45 - $191.88 $189,695 - $211,068
-1,100 Reduced 6.01%
17,209 $3.3 Million
Q4 2023

Feb 07, 2024
BUY
$149.18 - $181.94 $565,541 - $689,734
3,791 Added 26.11%
18,309 $3.3 Million
Q3 2023

Nov 13, 2023
BUY
$157.33 - $174.39 $2.28 Million - $2.53 Million
14,518 New
14,518 $2.32 Million

Others Institutions Holding VBR

# of Institutions
1,758
Shares Held
91.2M
Call Options Held
58.1K
Put Options Held
3.1K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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