Wealth Management Strategies, Inc. Vanguard World Fd Esg Intl Stk Transaction History
Wealth Management Strategies, Inc.
- $145 Million
- Q1 2025
A detailed history of Wealth Management Strategies, Inc. transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 3,800 shares of VSGX stock, worth $265,164. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,800
Previous 3,635
4.54%
Holding current value
$265,164
Previous $206,000
8.74%
% of portfolio
0.15%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding VSGX
# of Institutions
411Shares Held
21.2MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.62MShares$253 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.51MShares$105 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.32MShares$91.9 Million0.07% of portfolio
-
Leo Wealth, LLC Hurst, TX816KShares$56.9 Million4.16% of portfolio
-
Leo Brokerage, LLC736KShares$51.3 Million4.46% of portfolio