Waypoint Wealth Partners’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$801K Buy
2025
Q1
$729K Buy
2024
Q4
$717K Buy
2024
Q3
$736K Sell
2024
Q2
$676K Sell
2024
Q1
$719K Buy
2023
Q4
$667K Buy