Number of Shares
1.82 Mil
Current Holdings Value*
$936.24 Mil
% of Portfolio
3.58%
Total Estimate Gain
$348.05 Mil
% of Total Estimate Gain
38.46%

Envestnet Portfolio Solutions, Inc.'s Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Envestnet Portfolio Solutions, Inc. held 1.82 Mil shares of Vanguard S&P 500 ETF(VOO), totaling $936.24 Mil. This investment constitutes 3.58% of their stock portfolio, and Envestnet Portfolio Solutions, Inc. now holds 0.14% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2023Q3. In addition, there have been 6 sales at an average price of $516.04 for 391,361.00 shares. Based on historical transaction data and VOO's current price of $576.92, Envestnet Portfolio Solutions, Inc.'s estimated gain on his VOO holdings is $348.05 Mil, reflecting a 38.46% gain to date.

Envestnet Portfolio Solutions, Inc. VOO ($576.92) Holding Chart

Envestnet Portfolio Solutions, Inc. VOO ($576.92) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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