Envestnet Portfolio Solutions, Inc. Vanguard Financial ETF Transaction History

Envestnet Portfolio Solutions, Inc.

$23.7 Billion
Q1 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Vanguard Financial ETF stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 75,043 shares of VFH stock, worth $9.22 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

75,043

Previous 76,832 2.33%

Holding current value

$9.22 Million

Previous $9.07 Million 1.17%

% of portfolio

0.04%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$114.07 - $127.34 $204,071 - $227,811	-1,789 Reduced 2.33%	75,043 $8.97 Million
Q4 2024 Feb 10, 2025	SELL	$108.87 - $126.2 $655,832 - $760,228	-6,024 Reduced 7.27%	76,832 $9.07 Million
Q3 2024 Oct 31, 2024	BUY	$99.27 - $111.21 $325,605 - $364,768	3,280 Added 4.12%	82,856 $9.11 Million
Q2 2024 Jul 16, 2024	SELL	$95.9 - $103.0 $899,733 - $966,346	-9,382 Reduced 10.55%	79,576 $7.95 Million
Q1 2024 May 06, 2024	BUY	$90.62 - $102.39 $3.54 Million - $4.01 Million	39,118 Added 78.49%	88,958 $9.11 Million
Q4 2023 Feb 07, 2024	SELL	$75.97 - $92.67 $4.47 Million - $5.45 Million	-58,826 Reduced 54.13%	49,840 $4.6 Million
Q3 2023 Nov 13, 2023	BUY	$80.32 - $86.71 $8.73 Million - $9.42 Million	108,666 New	108,666 $8.73 Million

Others Institutions Holding VFH

# of Institutions

779

Shares Held

54.1M

Call Options Held

87.9K

Put Options Held

43.3K

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About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

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Envestnet Portfolio Solutions, Inc. Vanguard Financial ETF Transaction History