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

Wealth Management Strategies, Inc.

  • $195 Million
  • Q3 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 3,073 shares of ESGV stock, worth $365,226. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,073
Previous 2,919 5.28%
Holding current value
$365,226
Previous $285,000 27.37%
% of portfolio
0.19%
Previous 0.2%

Shares

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

Nov 17, 2025
BUY
$109.47 - $119.06 $16,858 - $18,335
154 Added 5.28%
3,073 $363,000
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
705
Shares Held
31.3M
Call Options Held
0
Put Options Held
0
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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