Meritas 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 | $2.07M | Buy |
198,362
+1,441
| +0.7% | +$15.1K | 1.14% | 15 |
|
|
2025
Q1 | $2M | Buy |
196,921
+36,863
| +23% | +$374K | 1.17% | 15 |
|
|
2024
Q4 | $1.62M | Buy |
160,058
+5,065
| +3% | +$51.3K | 0.97% | 17 |
|
|
2024
Q3 | $1.72M | Buy |
154,993
+21,478
| +16% | +$239K | 1.07% | 17 |
|
|
2024
Q2 | $1.29M | Buy |
133,515
+20,088
| +18% | +$194K | 0.91% | 18 |
|
|
2024
Q1 | $1.11M | Buy |
+113,427
| New | +$1.11M | 0.77% | 21 |
|