Level Financial Advisors’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 | $1.03M | Buy |
98,584
+2,270
| +2% | +$23.7K | 0.32% | 48 |
|
|
2025
Q1 | $977K | Buy |
96,314
+192
| +0.2% | +$1.95K | 0.33% | 47 |
|
|
2024
Q4 | $973K | Buy |
96,122
+2,402
| +3% | +$24.3K | 0.36% | 43 |
|
|
2024
Q3 | $1.04M | Sell |
93,720
-5,689
| -6% | -$63.2K | 0.4% | 38 |
|
|
2024
Q2 | $961K | Buy |
99,409
+5,155
| +5% | +$49.8K | 0.42% | 38 |
|
|
2024
Q1 | $924K | Sell |
94,254
-1,221
| -1% | -$12K | 0.42% | 39 |
|
|
2023
Q4 | $951K | Buy |
+95,475
| New | +$951K | 0.47% | 34 |
|