Waypoint Wealth Partners’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 | $801K | Buy |
76,557
+4,687
| +7% | +$49K | 0.19% | 34 |
|
|
2025
Q1 | $729K | Buy |
71,870
+982
| +1% | +$9.96K | 0.2% | 31 |
|
|
2024
Q4 | $717K | Buy |
70,888
+4,651
| +7% | +$47.1K | 0.2% | 33 |
|
|
2024
Q3 | $736K | Sell |
66,237
-3,671
| -5% | -$40.8K | 0.2% | 33 |
|
|
2024
Q2 | $676K | Sell |
69,908
-3,408
| -5% | -$33K | 0.2% | 30 |
|
|
2024
Q1 | $719K | Buy |
73,316
+6,382
| +10% | +$62.6K | 0.2% | 30 |
|
|
2023
Q4 | $667K | Buy |
+66,934
| New | +$667K | 0.21% | 29 |
|