WMS
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Wealth Management Strategies’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Wealth Management Strategies’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$286K Buy
2024
Q4 		$2.96K Buy