Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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MWM
Meritas Wealth Management’s
Vert Global Sustainable Real Estate ETF
VGSR
Stock Holding History
Meritas Wealth Management’s Portfolio
VGSR Stock Details
VGSR Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$2.33M
Buy
2025
Q4
$2.12M
Buy
2025
Q3
$2.13M
Buy
2025
Q2
$2.07M
Buy
2025
Q1
$2M
Buy
2024
Q4
$1.62M
Buy
2024
Q3
$1.72M
Buy
2024
Q2
$1.29M
Buy
2024
Q1
$1.11M
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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