CWM
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Comprehensive 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
Sell
-29,306
Closed -$297K 46
2025
Q1
$297K Buy
+29,306
New +$297K 0.21% 33