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

Vsm Wealth Advisory, LLC

  • $322 Billion
  • Q3 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 1,936 shares of XVV stock, worth $100,362. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,936
Previous 1,931 0.26%
Holding current value
$100,362
Previous $92.1 Million 8.3%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$47.64 - $51.71 $238 - $258
5 Added 0.26%
1,936 $99.7 Million
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
134
Shares Held
3.43M
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
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