Willow Creek Wealth Management’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 | $4.71M | Buy |
450,265
+4,790
| +1% | +$50.1K | 0.42% | 37 |
|
|
2025
Q1 | $4.52M | Buy |
445,475
+21,026
| +5% | +$213K | 0.44% | 36 |
|
|
2024
Q4 | $4.3M | Buy |
424,449
+12,811
| +3% | +$130K | 0.44% | 34 |
|
|
2024
Q3 | $4.57M | Buy |
411,638
+9,006
| +2% | +$100K | 0.48% | 36 |
|
|
2024
Q2 | $3.89M | Buy |
402,632
+60,706
| +18% | +$587K | 0.44% | 37 |
|
|
2024
Q1 | $3.35M | Buy |
341,926
+4,202
| +1% | +$41.2K | 0.39% | 40 |
|
|
2023
Q4 | $3.36M | Buy |
+337,724
| New | +$3.36M | 0.42% | 37 |
|