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

Selective Wealth Management, Inc.

$239 Million
Q3 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 8,943 shares of ESGV stock, worth $964,144. This represents 0.38% of its overall portfolio holdings.

Number of Shares

8,943

Previous 8,897 0.52%

Holding current value

$964,144

Previous $859,000 5.82%

% of portfolio

0.38%

Previous 0.38%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	BUY	$91.37 - $101.65 $4,203 - $4,675	46 Added 0.52%	8,943 $909,000
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

545

Shares Held

27.3M

Call Options Held

700

Put Options Held

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

More about ESGV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Selective Wealth Management, Inc. with notifications on news.

Account

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