Selective Wealth Management, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Selective Wealth Management, Inc.
- $247 Million
- Q4 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 9,281 shares of ESGV stock, worth $1.01 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
9,281
Previous 8,943
3.78%
Holding current value
$1.01 Million
Previous $909,000
7.04%
% of portfolio
0.39%
Previous 0.38%
Shares
10 transactions
Others Institutions Holding ESGV
# of Institutions
565Shares Held
27.2MCall Options Held
700Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.75MShares$300 Million0.01% of portfolio
-
Visa Foundation1.72MShares$187 Million74.08% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$134 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.18MShares$129 Million0.37% of portfolio
-
Morgan Stanley New York, NY822KShares$89.4 Million0.01% of portfolio