AWM
Ariadne Wealth Management’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Sell |
45,540
-15,125
| -25% | -$158K | 0.23% | 95 |
|
|
2025
Q1 | $623K | Buy |
60,665
+132
| +0.2% | +$1.36K | 0.33% | 69 |
|
|
2024
Q4 | $626K | Buy |
60,533
+20,479
| +51% | +$212K | 0.29% | 71 |
|
|
2024
Q3 | $429K | Buy |
40,054
+266
| +0.7% | +$2.85K | 0.23% | 85 |
|
|
2024
Q2 | $385K | Buy |
+39,788
| New | +$385K | 0.3% | 80 |
|