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

Wealth Management Strategies, Inc.

  • $145 Million
  • Q1 2025

A detailed history of Wealth Management Strategies, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 2,919 shares of ESGV stock, worth $329,759. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,919
Previous 2,826 3.29%
Holding current value
$329,759
Previous $296,000 3.72%
% of portfolio
0.2%
Previous 0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$96.93 - $109.51 $9,014 - $10,184
93 Added 3.29%
2,919 $285,000
Q4 2024

Feb 20, 2025
BUY
$100.18 - $109.1 $283,108 - $308,316
2,826 New
2,826 $296,000

Others Institutions Holding ESGV

# of Institutions
668
Shares Held
30.8M
Call Options Held
0
Put Options Held
2.8K
View Full List

About VANGUARD WORLD FD ESG U.S. STO

ESGV Quotes by TradingView
  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
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