Modera 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 | $713K | Buy |
68,203
+325
| +0.5% | +$3.4K | 0.01% | 378 |
|
|
2025
Q1 | $688K | Buy |
67,878
+130
| +0.2% | +$1.32K | 0.01% | 371 |
|
|
2024
Q4 | $686K | Sell |
67,748
-3,089
| -4% | -$31.3K | 0.01% | 378 |
|
|
2024
Q3 | $787K | Sell |
70,837
-11,439
| -14% | -$127K | 0.01% | 345 |
|
|
2024
Q2 | $796K | Buy |
82,276
+7,913
| +11% | +$76.5K | 0.01% | 321 |
|
|
2024
Q1 | $729K | Buy |
74,363
+3,757
| +5% | +$36.8K | 0.01% | 343 |
|
|
2023
Q4 | $703K | Buy |
+70,606
| New | +$703K | 0.01% | 329 |
|