Mission 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 | $6.87M | Sell |
656,733
-18,721
| -3% | -$196K | 0.15% | 83 |
|
|
2025
Q1 | $6.85M | Sell |
675,454
-52,162
| -7% | -$529K | 0.17% | 77 |
|
|
2024
Q4 | $7.36M | Sell |
727,616
-36,681
| -5% | -$371K | 0.17% | 74 |
|
|
2024
Q3 | $8.49M | Sell |
764,297
-21,356
| -3% | -$237K | 0.21% | 61 |
|
|
2024
Q2 | $7.6M | Sell |
785,653
-40,811
| -5% | -$395K | 0.2% | 62 |
|
|
2024
Q1 | $8.1M | Sell |
826,464
-3,322
| -0.4% | -$32.6K | 0.21% | 69 |
|
|
2023
Q4 | $8.26M | Buy |
+829,786
| New | +$8.26M | 0.27% | 52 |
|