Private Wealth Management Group’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Private Wealth Management Group’s Portfolio VGSR Stock Details VGSR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$378K	Buy
2025 Q2	$362K	Sell
2025 Q1	$360K	Sell
2024 Q4	$362K	Buy
2024 Q3	$386K	Buy
2024 Q2	$308K	Buy
2024 Q1	$246K	Buy
2023 Q4	$201K	Buy