Perigon 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 | $2.02M | Sell |
192,748
-8,665
| -4% | -$90.6K | 0.05% | 328 |
|
|
2025
Q1 | $2.04M | Buy |
201,413
+14,302
| +8% | +$145K | 0.05% | 302 |
|
|
2024
Q4 | $1.9M | Sell |
187,111
-4,499
| -2% | -$45.7K | 0.05% | 316 |
|
|
2024
Q3 | $2.13M | Sell |
191,610
-37,056
| -16% | -$412K | 0.06% | 274 |
|
|
2024
Q2 | $2.21M | Sell |
228,666
-7,485
| -3% | -$72.4K | 0.06% | 245 |
|
|
2024
Q1 | $2.32M | Sell |
236,151
-10,619
| -4% | -$104K | 0.07% | 232 |
|
|
2023
Q4 | $2.46M | Buy |
+246,770
| New | +$2.46M | 0.08% | 204 |
|