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 |
|