Selective Wealth Management, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Selective Wealth Management, Inc.
- $272 Million
- Q2 2025
A detailed history of Selective Wealth Management, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 14,985 shares of ESGV stock, worth $1.69 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
14,985
Previous 12,278
22.05%
Holding current value
$1.69 Million
Previous $1.2 Million
37.18%
% of portfolio
0.6%
Previous 0.5%
Shares
12 transactions
Others Institutions Holding ESGV
# of Institutions
668Shares Held
31MCall Options Held
0Put Options Held
2.8K-
Vanguard Group Inc Valley Forge, PA3.22MShares$363 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.67MShares$189 Million0.01% of portfolio
-
Wealthfront Advisers LLC1.52MShares$172 Million0.44% of portfolio
-
Creative Planning Overland Park, KS1.28MShares$144 Million0.12% of portfolio
-
Visa Foundation1.17MShares$132 Million100.0% of portfolio