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

Envestnet Portfolio Solutions, Inc.

$23.8 Billion
Q3 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 5,778 shares of VFQY stock, worth $860,459. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,778

Previous 6,021 4.04%

Holding current value

$860,459

Previous $865,000 0.69%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$142.94 - $152.69 $34,734 - $37,103	-243 Reduced 4.04%	5,778 $871,000
Q2 2025 Jul 25, 2025	SELL	$118.46 - $143.72 $108,864 - $132,078	-919 Reduced 13.24%	6,021 $865,000
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

1.15M

Call Options Held

Put Options Held

View Full List

About VANGUARD WELLINGTON FD U S QUA

Ticker VFQY
Sector ETFs
Industry ETFs

More about VFQY

Track This Portfolio

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.

Account

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