Envestnet Portfolio Solutions’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.41M | Buy |
29,477
+2,226
| +8% | +$635K | 0.03% | 259 |
|
|
2025
Q1 | $7M | Sell |
27,251
-1,440
| -5% | -$370K | 0.03% | 289 |
|
|
2024
Q4 | $7.74M | Buy |
28,691
+1,971
| +7% | +$532K | 0.03% | 301 |
|
|
2024
Q3 | $7.04M | Buy |
26,720
+3,721
| +16% | +$980K | 0.02% | 319 |
|
|
2024
Q2 | $5.74M | Buy |
22,999
+120
| +0.5% | +$30K | 0.02% | 339 |
|
|
2024
Q1 | $5.49M | Buy |
22,879
+11,394
| +99% | +$2.73M | 0.02% | 353 |
|
|
2023
Q4 | $2.51M | Buy |
11,485
+1,324
| +13% | +$289K | 0.01% | 526 |
|
|
2023
Q3 | $1.99M | Buy |
+10,161
| New | +$1.99M | 0.01% | 548 |
|