VPIM
ENV

Vanguard Personalized Indexing Management’s ENVESTNET, INC. ENV Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio ENV Stock Details ENV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4,243
Closed -$252K – 1575
2023
Q2 		$252K Buy
4,243
+52
+1% +$3.09K 0.01% 1224
2023
Q1 		$246K Buy
+4,191
New +$246K 0.01% 1218