Pine Haven Investment Counsel’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 | $712K | Buy |
68,106
+1,475
| +2% | +$15.4K | 0.56% | 53 |
|
|
2025
Q1 | $676K | Sell |
66,631
-153
| -0.2% | -$1.55K | 0.57% | 49 |
|
|
2024
Q4 | $676K | Buy |
66,784
+3,240
| +5% | +$32.8K | 0.56% | 50 |
|
|
2024
Q3 | $706K | Buy |
63,544
+1,000
| +2% | +$11.1K | 0.57% | 48 |
|
|
2024
Q2 | $605K | Buy |
62,544
+3,249
| +5% | +$31.4K | 0.52% | 51 |
|
|
2024
Q1 | $581K | Buy |
59,295
+3,150
| +6% | +$30.9K | 0.51% | 52 |
|
|
2023
Q4 | $559K | Buy |
+56,145
| New | +$559K | 0.52% | 54 |
|