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

Envestnet Portfolio Solutions, Inc.

$23.7 Billion
Q1 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Vanguard Wellington Fd U S Qua stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 6,940 shares of VFQY stock, worth $962,855. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,940

Previous 6,890 0.73%

Holding current value

$962,855

Previous $970,000 4.43%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$131.8 - $147.86 $6,590 - $7,393	50 Added 0.73%	6,940 $927,000
Q4 2024 Feb 10, 2025	SELL	$139.44 - $150.37 $18,963 - $20,450	-136 Reduced 1.94%	6,890 $970,000
Q3 2024 Oct 31, 2024	SELL	$130.03 - $143.03 $40,439 - $44,482	-311 Reduced 4.24%	7,026 $1 Million
Q2 2024 Jul 16, 2024	SELL	$128.05 - $136.02 $216,148 - $229,601	-1,688 Reduced 18.7%	7,337 $983,000
Q1 2024 May 06, 2024	SELL	$123.23 - $136.93 $246,460 - $273,860	-2,000 Reduced 18.14%	9,025 $1.24 Million
Q4 2023 Feb 07, 2024	SELL	$106.56 - $127.53 $113,592 - $135,946	-1,066 Reduced 8.82%	11,025 $1.39 Million
Q3 2023 Nov 13, 2023	BUY	$110.74 - $119.2 $1.34 Million - $1.44 Million	12,091 New	12,091 $1.36 Million

Others Institutions Holding VFQY

# of Institutions

Shares Held

1.06M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S QUA

Ticker VFQY
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Envestnet Portfolio Solutions, Inc. Vanguard Wellington Fd U S Qua Transaction History