Balanced Rock Investment Advisors LLC VGSR Holdings History
Balanced Rock Investment Advisors LLC's Vert Global Sustainable Real Estate ETF Holding Summary
As of 2025-03-31, Balanced Rock Investment Advisors LLC held 319,964.00 shares of Vert Global Sustainable Real Estate ETF(VGSR), totaling $3.24 Mil. This investment constitutes 2.59% of their stock portfolio, and Balanced Rock Investment Advisors LLC now holds 0.76% of the outstanding Vert Global Sustainable Real Estate ETF(VGSR) stock.
The initial trade took place in 2023Q4. And since then Balanced Rock Investment Advisors LLC has made 1 purchases of VGSR, at an average price of $9.86, for a total of 477,767.00 shares. In addition, there have been 4 sales at an average price of $10.24 for 157,803.00 shares. Based on historical transaction data and VGSR's current price of $10.38, Balanced Rock Investment Advisors LLC's estimated gain on his VGSR holdings is $228,486.47, reflecting a 4.85% gain to date.
Balanced Rock Investment Advisors LLC VGSR ($10.38) Holding Chart
Balanced Rock Investment Advisors LLC VGSR ($10.38) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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