Envestnet Portfolio Solutions, Inc. VOO Holdings History
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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