GVAG
RESP

Great Valley Advisor Group’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Great Valley Advisor Group’s Portfolio RESP Stock Details RESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
2023
Q4 		$501K Buy
2023
Q3 		$448K Buy
2023
Q2 		$465K Buy
2023
Q1 		$434K Buy
2022
Q4 		$413K Buy