Quantum Financial Advisors’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
Sell
-11,212
Closed -$114K 196
2025
Q1
$114K Buy
11,212
+677
+6% +$6.87K 0.02% 175
2024
Q4
$107K Buy
+10,535
New +$107K 0.02% 189