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 $979,702. This represents 0.39% of its overall portfolio holdings.
Number of Shares
9,281
Previous 8,943
3.78%
Holding current value
$979,702
Previous $909,000
7.04%
% of portfolio
0.39%
Previous 0.38%
Shares
10 transactions
Others Institutions Holding ESGV
# of Institutions
617Shares Held
30.2MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$324 Million0.01% of portfolio
-
Brooklyn Fi, LLC New York, NY1.73MShares$182 Million0.99% of portfolio
-
Visa Foundation1.63MShares$172 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$131 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$89.5 Million0.01% of portfolio