Envestnet Asset Management’s Savers SVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$220K Sell
2024
Q3
$322K Sell
2024
Q2
$418K Sell
2024
Q1
$1.15M Buy
2023
Q4
$358K Buy