Selective Wealth Management, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Selective Wealth Management, Inc.
- $308 Million
- Q3 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 13,955 shares of ESGV stock, worth $1.66 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
13,955
Previous 14,985
6.87%
Holding current value
$1.66 Million
Previous $1.64 Million
0.61%
% of portfolio
0.54%
Previous 0.6%
Shares
13 transactions
Others Institutions Holding ESGV
# of Institutions
705Shares Held
31.3MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.48MShares$414 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.68MShares$200 Million0.01% of portfolio
-
Wealthfront Advisers LLC1.5MShares$178 Million0.43% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$146 Million0.11% of portfolio
-
Visa Foundation1.17MShares$139 Million100.0% of portfolio