Envestnet Portfolio Solutions, Inc. Vanguard Mid Cap Growth Index Transaction History

Envestnet Portfolio Solutions, Inc.

$23.7 Billion
Q1 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 3,786 shares of VOT stock, worth $942,335. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,786

Previous 5,309 28.69%

Holding current value

$942,335

Previous $1.35 Million 31.25%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$237.72 - $276.98 $362,047 - $421,840	-1,523 Reduced 28.69%	3,786 $926,000
Q4 2024 Feb 10, 2025	SELL	$241.48 - $274.89 $188,595 - $214,689	-781 Reduced 12.82%	5,309 $1.35 Million
Q3 2024 Oct 31, 2024	SELL	$218.05 - $243.47 $722,617 - $806,859	-3,314 Reduced 35.24%	6,090 $1.48 Million
Q2 2024 Jul 16, 2024	BUY	$218.75 - $234.97 $379,531 - $407,672	1,735 Added 22.62%	9,404 $2.16 Million
Q1 2024 May 06, 2024	SELL	$212.21 - $235.79 $275,236 - $305,819	-1,297 Reduced 14.47%	7,669 $1.81 Million
Q4 2023 Feb 07, 2024	BUY	$180.9 - $221.2 $60,058 - $73,438	332 Added 3.85%	8,966 $1.97 Million
Q3 2023 Nov 13, 2023	BUY	$191.65 - $213.93 $1.65 Million - $1.85 Million	8,634 New	8,634 $1.68 Million

Others Institutions Holding VOT

# of Institutions

1,067

Shares Held

40M

Call Options Held

16.8K

Put Options Held

2.7K

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About VANGUARD MID-CAP GROWTH INDEX

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Envestnet Portfolio Solutions, Inc. Vanguard Mid Cap Growth Index Transaction History