Envestnet Portfolio Solutions’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03B | Sell |
1,815,609
-6,180
| -0.3% | -$3.51M | 3.79% | 4 |
|
|
2025
Q1 | $936M | Sell |
1,821,789
-272,744
| -13% | -$140M | 3.58% | 5 |
|
|
2024
Q4 | $1.13B | Sell |
2,094,533
-5,118
| -0.2% | -$2.76M | 3.69% | 5 |
|
|
2024
Q3 | $1.11B | Sell |
2,099,651
-15,014
| -0.7% | -$7.92M | 3.6% | 7 |
|
|
2024
Q2 | $1.06B | Sell |
2,114,665
-1,088
| -0.1% | -$544K | 3.69% | 5 |
|
|
2024
Q1 | $1.02B | Sell |
2,115,753
-76,913
| -4% | -$37M | 3.82% | 4 |
|
|
2023
Q4 | $958M | Sell |
2,192,666
-20,484
| -0.9% | -$8.95M | 3.98% | 3 |
|
|
2023
Q3 | $869M | Buy |
+2,213,150
| New | +$869M | 4.11% | 3 |
|