Envestnet Portfolio Solutions’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-20,029	Closed	-$2.12M	–	1776
2024 Q4	$2.12M	Buy	20,029 +8,031	+67%	+$852K	0.01%	644
2024 Q3	$1.3M	Buy	+11,998	New	+$1.3M	﹤0.01%	809