Envestnet Portfolio Solutions, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 2,984 shares of ESGV stock, worth $290,969. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,984

Previous 3,158 5.51%

Holding current value

$290,969

Previous $321,000 2.8%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$100.18 - $109.1 $17,431 - $18,983	-174 Reduced 5.51%	2,984 $312,000
Q3 2024 Oct 31, 2024	BUY	$91.37 - $101.65 $42,030 - $46,759	460 Added 17.05%	3,158 $321,000
Q2 2024 Jul 16, 2024	SELL	$87.24 - $97.37 $15,441 - $17,234	-177 Reduced 6.16%	2,698 $260,000
Q1 2024 May 06, 2024	BUY	$83.14 - $93.19 $1,496 - $1,677	18 Added 0.63%	2,875 $267,000
Q4 2023 Feb 07, 2024	SELL	$71.95 - $85.41 $13,958 - $16,569	-194 Reduced 6.36%	2,857 $243,000
Q3 2023 Nov 13, 2023	BUY	$74.65 - $81.1 $227,757 - $247,436	3,051 New	3,051 $229,000

Others Institutions Holding ESGV

# of Institutions

621

Shares Held

28.6M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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Envestnet Portfolio Solutions, Inc. Vanguard World Fd Esg U.S. Sto Transaction History