Forum Financial Management’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 | $12.7M | Buy |
1,216,550
+16,991
| +1% | +$178K | 0.19% | 29 |
|
|
2025
Q1 | $12.2M | Buy |
1,199,559
+45,543
| +4% | +$462K | 0.2% | 32 |
|
|
2024
Q4 | $11.7M | Buy |
1,154,016
+1,134,245
| +5,737% | +$11.5M | 0.19% | 31 |
|
|
2024
Q3 | $220K | Sell |
19,771
-2,047
| -9% | -$22.7K | ﹤0.01% | 673 |
|
|
2024
Q2 | $211K | Buy |
21,818
+2,671
| +14% | +$25.8K | ﹤0.01% | 654 |
|
|
2024
Q1 | $188K | Sell |
19,147
-2,441
| -11% | -$23.9K | ﹤0.01% | 707 |
|
|
2023
Q4 | $215K | Buy |
+21,588
| New | +$215K | ﹤0.01% | 613 |
|