MWM
Merriman Wealth Management’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $20.7M | Buy |
2,050,284
+19,300
| +1% | +$195K | 0.86% | 21 |
|
|
2024
Q3 | $22.6M | Buy |
2,030,984
+29,800
| +1% | +$331K | 0.92% | 17 |
|
|
2024
Q2 | $19.4M | Buy |
2,001,184
+177,168
| +10% | +$1.71M | 0.85% | 17 |
|
|
2024
Q1 | $17.9M | Buy |
1,824,016
+58,808
| +3% | +$577K | 0.8% | 18 |
|
|
2023
Q4 | $17.6M | Buy |
+1,765,208
| New | +$17.6M | 0.85% | 18 |
|