Envestnet Portfolio Solutions’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
$2.54M Sell
243,154
-28,470
-10% -$298K 0.01% 500
2025
Q1
$2.75M Buy
271,624
+8,530
+3% +$86.5K 0.01% 498
2024
Q4
$2.66M Buy
263,094
+29,492
+13% +$298K 0.01% 576
2024
Q3
$2.6M Buy
233,602
+83,641
+56% +$929K 0.01% 579
2024
Q2
$1.45M Sell
149,961
-2,235
-1% -$21.6K 0.01% 737
2024
Q1
$1.49M Buy
152,196
+19,923
+15% +$195K 0.01% 719
2023
Q4
$1.32M Buy
+132,273
New +$1.32M 0.01% 711