Aegis Wealth Management’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$376K	Hold	37,111	–	–	0.23%	70
2025 Q1	$376K	Buy	37,111 +1,500	+4%	+$15.2K	0.22%	73
2024 Q4	$360K	Buy	+35,611	New	+$360K	0.24%	65