Silver Oak Advisory 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 | $810K | Buy |
77,512
+11,976
| +18% | +$125K | 0.39% | 34 |
|
|
2025
Q1 | $664K | Buy |
65,536
+1,020
| +2% | +$10.3K | 0.35% | 33 |
|
|
2024
Q4 | $652K | Buy |
64,516
+3,153
| +5% | +$31.9K | 0.34% | 33 |
|
|
2024
Q3 | $681K | Buy |
61,363
+106
| +0.2% | +$1.18K | 0.35% | 33 |
|
|
2024
Q2 | $592K | Buy |
61,257
+5,989
| +11% | +$57.9K | 0.33% | 33 |
|
|
2024
Q1 | $542K | Sell |
55,268
-300
| -0.5% | -$2.94K | 0.3% | 35 |
|
|
2023
Q4 | $553K | Buy |
+55,568
| New | +$553K | 0.32% | 31 |
|