SWA
SOA Wealth Advisors’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.04M | Buy |
481,734
+120,241
| +33% | +$1.26M | 0.95% | 24 |
|
|
2025
Q1 | $3.67M | Buy |
361,493
+5,551
| +2% | +$56.3K | 0.77% | 28 |
|
|
2024
Q4 | $3.6M | Buy |
355,942
+3,394
| +1% | +$34.3K | 0.66% | 31 |
|
|
2024
Q3 | $3.92M | Buy |
352,548
+6,121
| +2% | +$68K | 0.75% | 30 |
|
|
2024
Q2 | $3.35M | Buy |
346,427
+35,252
| +11% | +$341K | 0.67% | 33 |
|
|
2024
Q1 | $3.05M | Buy |
+311,175
| New | +$3.05M | 0.63% | 36 |
|