MB Generational Wealth’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
Q1 | $247K | Hold |
24,317
| – | – | 0.18% | 43 |
|
|
2024
Q4 | $246K | Sell |
24,317
-812
| -3% | -$8.22K | 0.18% | 42 |
|
|
2024
Q3 | $279K | Sell |
25,129
-882
| -3% | -$9.8K | 0.2% | 45 |
|
|
2024
Q2 | $252K | Buy |
26,011
+20,816
| +401% | +$201K | 0.19% | 46 |
|
|
2024
Q1 | $265K | Sell |
5,195
-22,760
| -81% | -$1.16M | 0.21% | 44 |
|
|
2023
Q4 | $278K | Buy |
+27,955
| New | +$278K | 0.26% | 37 |
|