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 $1.62 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
13,955
Previous 14,985
6.87%
Holding current value
$1.62 Million
Previous $1.64 Million
0.61%
% of portfolio
0.54%
Previous 0.6%
Shares
13 transactions
Others Institutions Holding ESGV
# of Institutions
672Shares Held
30.8MCall Options Held
0Put Options Held
2.8K-
Vanguard Group Inc Valley Forge, PA3.31MShares$384 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.67MShares$194 Million0.01% of portfolio
-
Wealthfront Advisers LLC1.52MShares$177 Million0.44% of portfolio
-
Creative Planning Overland Park, KS1.28MShares$148 Million0.12% of portfolio
-
Visa Foundation1.17MShares$136 Million100.0% of portfolio