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 $1.2 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
12,278
Previous 9,281
32.29%
Holding current value
$1.2 Million
Previous $973,000
23.02%
% of portfolio
0.5%
Previous 0.39%
Shares
11 transactions
Others Institutions Holding ESGV
# of Institutions
628Shares Held
30MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$299 Million0.01% of portfolio
-
Visa Foundation1.63MShares$159 Million78.34% of portfolio
-
Wealthfront Advisers LLC1.5MShares$147 Million0.42% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$121 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$82.7 Million0.01% of portfolio