Envestnet Portfolio Solutions, Inc. Vanguard Wellington Fd Us Mult Transaction History

Envestnet Portfolio Solutions, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$128.97 - $141.41 $17,024 - $18,666	132 Added 3.81%	3,594 $469,000
Q3 2024 Oct 31, 2024	SELL	$119.93 - $131.26 $8,035 - $8,794	-67 Reduced 1.9%	3,462 $451,000
Q2 2024 Jul 16, 2024	SELL	$118.86 - $126.62 $166,879 - $177,774	-1,404 Reduced 28.46%	3,529 $431,000
Q1 2024 May 06, 2024	SELL	$112.07 - $126.89 $2,913 - $3,299	-26 Reduced 0.52%	4,933 $625,000
Q4 2023 Feb 07, 2024	SELL	$97.57 - $116.14 $19,123 - $22,763	-196 Reduced 3.8%	4,959 $569,000
Q3 2023 Nov 13, 2023	BUY	$101.85 - $108.9 $525,036 - $561,379	5,155 New	5,155 $532,000

1.39M

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