Koss-Olinger Consulting’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 | $2.95M | Sell |
281,644
-22,157
| -7% | -$232K | 0.24% | 47 |
|
|
2025
Q1 | $3.08M | Sell |
303,801
-46,010
| -13% | -$467K | 0.26% | 42 |
|
|
2024
Q4 | $3.54M | Sell |
349,811
-700
| -0.2% | -$7.08K | 0.31% | 42 |
|
|
2024
Q3 | $3.89M | Buy |
350,511
+3,963
| +1% | +$44K | 0.34% | 37 |
|
|
2024
Q2 | $3.35M | Buy |
+346,548
| New | +$3.35M | 0.31% | 40 |
|
|
2024
Q1 | – | Sell |
-285,568
| Closed | -$2.84M | – | 306 |
|
|
2023
Q4 | $2.84M | Buy |
+285,568
| New | +$2.84M | 0.28% | 39 |
|