Betterment LLC’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
$764K Sell
73,006
-15,682
-18% -$164K ﹤0.01% 300
2025
Q1
$899K Sell
88,688
-1,263
-1% -$12.8K ﹤0.01% 267
2024
Q4
$910K Buy
89,951
+25,153
+39% +$254K ﹤0.01% 262
2024
Q3
$720K Buy
+64,798
New +$720K ﹤0.01% 268