Private Wealth Management Group’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 | $362K | Sell |
34,608
-878
| -2% | -$9.18K | 0.12% | 63 |
|
|
2025
Q1 | $360K | Sell |
35,486
-327
| -0.9% | -$3.32K | 0.13% | 60 |
|
|
2024
Q4 | $362K | Buy |
35,813
+1,105
| +3% | +$11.2K | 0.14% | 59 |
|
|
2024
Q3 | $386K | Buy |
34,708
+2,822
| +9% | +$31.4K | 0.15% | 55 |
|
|
2024
Q2 | $308K | Buy |
31,886
+6,835
| +27% | +$66.1K | 0.13% | 60 |
|
|
2024
Q1 | $246K | Buy |
25,051
+4,894
| +24% | +$48K | 0.11% | 59 |
|
|
2023
Q4 | $201K | Buy |
+20,157
| New | +$201K | 0.1% | 67 |
|