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 $302,876. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,984
Previous 3,158 5.51%
Holding current value
$302,876
Previous $321,000 2.8%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
0
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG U.S. STO

ESGV Quotes by TradingView
  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email