Selective Wealth Management, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Selective Wealth Management, Inc.
- $240 Million
- Q1 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 12,278 shares of ESGV stock, worth $1.28 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
12,278
Previous 9,281
32.29%
Holding current value
$1.28 Million
Previous $973,000
23.02%
% of portfolio
0.5%
Previous 0.39%
Shares
11 transactions
Others Institutions Holding ESGV
# of Institutions
633Shares Held
30.6MCall Options Held
0Put Options Held
3.17K-
Vanguard Group Inc Valley Forge, PA3.22MShares$335 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.67MShares$174 Million0.01% of portfolio
-
Wealthfront Advisers LLC1.5MShares$157 Million0.42% of portfolio
-
Visa Foundation1.36MShares$141 Million100.0% of portfolio
-
Creative Planning Overland Park, KS1.25MShares$131 Million0.12% of portfolio