Vsm Wealth Advisory, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Vsm Wealth Advisory, LLC

  • $303 Billion
  • Q2 2025

A detailed history of Vsm Wealth Advisory, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 1,931 shares of XVV stock, worth $98,326. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,931
Previous 1,696 13.86%
Holding current value
$98,326
Previous $72.6 Million 26.87%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$37.93 - $47.69 $8,913 - $11,207
235 Added 13.86%
1,931 $92.1 Million
Q1 2025

May 05, 2025
BUY
$42.24 - $47.29 $14,910 - $16,693
353 Added 26.28%
1,696 $72.6 Million
Q4 2024

Feb 10, 2025
BUY
$43.67 - $47.04 $58,648 - $63,174
1,343 New
1,343 $60.8 Million

Others Institutions Holding XVV

# of Institutions
127
Shares Held
3.16M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P 50

XVV Quotes by TradingView
  • Ticker XVV
  • Sector ETFs
  • Industry ETFs
More about XVV
Track This Portfolio

Track Vsm Wealth Advisory, LLC Portfolio

Follow Vsm Wealth Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vsm Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vsm Wealth Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email