Envestnet Portfolio Solutions’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9M | Sell |
79,769
-79,270
| -50% | -$18.8M | 0.07% | 133 |
|
|
2025
Q1 | $35.3M | Sell |
159,039
-14,398
| -8% | -$3.19M | 0.13% | 88 |
|
|
2024
Q4 | $41.7M | Buy |
173,437
+13
| +0% | +$3.12K | 0.14% | 84 |
|
|
2024
Q3 | $41.1M | Buy |
173,424
+626
| +0.4% | +$148K | 0.13% | 82 |
|
|
2024
Q2 | $37.7M | Buy |
172,798
+8,285
| +5% | +$1.81M | 0.13% | 86 |
|
|
2024
Q1 | $37.6M | Buy |
164,513
+20,419
| +14% | +$4.67M | 0.14% | 86 |
|
|
2023
Q4 | $30.7M | Buy |
144,094
+20,264
| +16% | +$4.32M | 0.13% | 93 |
|
|
2023
Q3 | $23.4M | Buy |
+123,830
| New | +$23.4M | 0.11% | 102 |
|