WWA
WCG 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 | $3.72M | Sell |
356,080
-368,841
| -51% | -$3.86M | 0.24% | 108 |
|
2025
Q1 | $7.35M | Sell |
724,921
-56,086
| -7% | -$569K | 0.56% | 55 |
|
2024
Q4 | $7.9M | Sell |
781,007
-9,841
| -1% | -$99.6K | 0.52% | 60 |
|
2024
Q3 | $8.79M | Buy |
790,848
+1,162
| +0.1% | +$12.9K | 0.59% | 48 |
|
2024
Q2 | $7.64M | Buy |
+789,686
| New | +$7.64M | 0.57% | 55 |
|