Envestnet Portfolio Solutions, Inc. Vanguard Dividend Appreciation Transaction History

Envestnet Portfolio Solutions, Inc.

$24.4 Billion
Q2 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 36,671 shares of VIG stock, worth $6.68 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

36,671

Previous 39,808 7.88%

Holding current value

$6.68 Million

Previous $7.25 Million 7.89%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	N/A	-3,137 Reduced 7.88%	36,671 $6.68 Million
Q1 2025 Apr 21, 2025	SELL	N/A	-1,804 Reduced 4.34%	39,808 $7.25 Million
Q4 2024 Feb 10, 2025	SELL	N/A	-402 Reduced 0.96%	41,612 $7.58 Million
Q3 2024 Oct 31, 2024	BUY	$182.15 - $182.15 $421,130 - $421,130	2,312 Added 5.82%	42,014 $7.65 Million
Q2 2024 Jul 16, 2024	BUY	$173.33 - $185.29 $276,808 - $295,908	1,597 Added 4.19%	39,702 $7.25 Million
Q1 2024 May 06, 2024	BUY	$168.47 - $182.98 $196,941 - $213,903	1,169 Added 3.16%	38,105 $6.96 Million
Q4 2023 Feb 07, 2024	SELL	$150.16 - $171.16 $524,508 - $597,861	-3,493 Reduced 8.64%	36,936 $6.29 Million
Q3 2023 Nov 13, 2023	BUY	$155.38 - $166.95 $6.28 Million - $6.75 Million	40,429 New	40,429 $6.28 Million

Others Institutions Holding VIG

# of Institutions

2,586

Shares Held

257M

Call Options Held

478K

Put Options Held

113K

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About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Envestnet Portfolio Solutions, Inc. Vanguard Dividend Appreciation Transaction History