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North Berkeley Wealth Management’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

North Berkeley Wealth Management’s Portfolio VGSR Stock Details VGSR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.69M Sell
448,170
-1,615
-0.4% -$16.9K 4.3% 7
2025
Q1 		$4.56M Sell
449,785
-6,609
-1% -$67K 4.75% 7
2024
Q4 		$4.62M Buy
+456,394
New +$4.62M 4.69% 7