Apella Capital’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 | $261K | Buy |
24,990
+5,744
| +30% | +$59.9K | 0.01% | 374 |
|
|
2025
Q1 | $180K | Buy |
19,246
+7,844
| +69% | +$73.4K | 0.01% | 378 |
|
|
2024
Q4 | $115K | Sell |
11,402
-3,353
| -23% | -$33.9K | ﹤0.01% | 340 |
|
|
2024
Q3 | $162K | Buy |
+14,755
| New | +$162K | 0.01% | 316 |
|
|
2024
Q1 | – | Sell |
-18,296
| Closed | -$178K | – | 303 |
|
|
2023
Q4 | $178K | Buy |
+18,296
| New | +$178K | 0.01% | 285 |
|