JWM
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JDH Wealth Management’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

JDH Wealth Management’s Portfolio VGSR Stock Details VGSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$232K Hold
22,211
– – 0.18% 44
2025
Q1 		$225K Sell
22,211
-5,916
-21% -$60K 0.19% 46
2024
Q4 		$285K Buy
+28,127
New +$285K 0.25% 40