Envestnet Portfolio Solutions, Inc. Vanguard S&P Small Cap 600 Val Transaction History

Envestnet Portfolio Solutions, Inc.

$23.8 Billion
Q3 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 10,274 shares of VIOV stock, worth $973,872. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,274

Previous 8,581 19.73%

Holding current value

$973,872

Previous $734,000 33.24%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$85.31 - $97.03 $144,429 - $164,271	1,693 Added 19.73%	10,274 $978,000
Q2 2025 Jul 25, 2025	BUY	$71.94 - $86.02 $1,942 - $2,322	27 Added 0.32%	8,581 $734,000
Q1 2025 Apr 21, 2025	BUY	$82.81 - $96.53 $476,571 - $555,530	5,755 Added 205.61%	8,554 $717,000
Q4 2024 Feb 10, 2025	BUY	$89.88 - $101.38 $35,232 - $39,740	392 Added 16.29%	2,799 $261,000
Q3 2024 Oct 31, 2024	BUY	$82.38 - $93.84 $198,288 - $225,872	2,407 New	2,407 $222,000

Q1 2024 May 06, 2024	SELL	$82.31 - $88.42 $55,888 - $60,037	-679 Reduced 20.88%	2,573 $227,000
Q4 2023 Feb 07, 2024	SELL	$70.88 - $89.92 $33,597 - $42,622	-474 Reduced 12.72%	3,252 $287,000
Q3 2023 Nov 13, 2023	BUY	$76.16 - $87.03 $283,772 - $324,273	3,726 New	3,726 $287,000

Others Institutions Holding VIOV

# of Institutions

216

Shares Held

6.76M

Call Options Held

Put Options Held

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About VANGUARD S&P SMALL CAP 600 VAL

Ticker VIOV
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Envestnet Portfolio Solutions, Inc. Vanguard S&P Small Cap 600 Val Transaction History