Hemington Wealth 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 | $1.37M | Sell |
130,938
-8
| -0% | -$84 | 0.2% | 40 |
|
|
2025
Q1 | $1.33M | Buy |
130,946
+5,283
| +4% | +$53.5K | 0.21% | 39 |
|
|
2024
Q4 | $1.27M | Sell |
125,663
-4,438
| -3% | -$44.9K | 0.32% | 37 |
|
|
2024
Q3 | $1.39M | Sell |
130,101
-12,952
| -9% | -$139K | 0.38% | 35 |
|
|
2024
Q2 | $1.38M | Hold |
143,053
| – | – | 0.47% | 34 |
|
|
2024
Q1 | $1.4M | Buy |
143,053
+8,752
| +7% | +$85.8K | 0.51% | 31 |
|
|
2023
Q4 | $1.34M | Buy |
+134,301
| New | +$1.34M | 0.52% | 29 |
|