Selective Wealth Management, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Selective Wealth Management, Inc.

$223 Million
Q2 2024

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 8,897 shares of ESGV stock, worth $900,821. This represents 0.38% of its overall portfolio holdings.

Number of Shares

8,897

Previous 9,335 4.69%

Holding current value

$900,821

Previous $869,000 1.15%

% of portfolio

0.38%

Previous 0.37%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 10, 2024	SELL	$87.24 - $97.37 $38,211 - $42,648	-438 Reduced 4.69%	8,897 $859,000
Q1 2024 Apr 11, 2024	BUY	$83.14 - $93.19 $364,901 - $409,010	4,389 Added 88.74%	9,335 $869,000
Q4 2023 Jan 05, 2024	BUY	$71.95 - $85.41 $1,079 - $1,281	15 Added 0.3%	4,946 $420,000
Q3 2023 Oct 10, 2023	BUY	$74.65 - $81.1 $5,748 - $6,244	77 Added 1.59%	4,931 $370,000
Q2 2023 Jul 11, 2023	BUY	$70.39 - $78.35 $341,673 - $380,310	4,854 New	4,854 $380,000
Q3 2022 Oct 21, 2022	BUY	$62.91 - $76.54 $125 - $153	2 Added 0.41%	495 $31,000
Q2 2022 Jul 28, 2022	BUY	$63.97 - $82.17 $31,409 - $40,345	491 Added 24550.0%	493 $33,000
Q4 2021 Jan 18, 2022	BUY	$79.7 - $88.45 $159 - $176	2 New	2 $0

Others Institutions Holding ESGV

# of Institutions

515

Shares Held

30M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
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Selective Wealth Management, Inc. Vanguard World Fd Esg U.S. Sto Transaction History