Morris Financial Concepts’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 | $174K | Buy |
16,594
+1,845
| +13% | +$19.3K | 0.07% | 140 |
|
|
2025
Q1 | $150K | Buy |
14,749
+2,253
| +18% | +$22.8K | 0.06% | 137 |
|
|
2024
Q4 | $126K | Buy |
12,496
+505
| +4% | +$5.11K | 0.05% | 131 |
|
|
2024
Q3 | $133K | Sell |
11,991
-306
| -2% | -$3.4K | 0.06% | 131 |
|
|
2024
Q2 | $119K | Buy |
12,297
+315
| +3% | +$3.05K | 0.06% | 108 |
|
|
2024
Q1 | $117K | Buy |
11,982
+155
| +1% | +$1.52K | 0.06% | 106 |
|
|
2023
Q4 | $118K | Buy |
+11,827
| New | +$118K | 0.07% | 105 |
|