North Berkeley Wealth Management, LLC VGSR Holdings History
North Berkeley Wealth Management, LLC's Vert Global Sustainable Real Estate ETF Holding Summary
As of 2024-12-31, North Berkeley Wealth Management, LLC held 456,394.00 shares of Vert Global Sustainable Real Estate ETF(VGSR), totaling $4.62 Mil. This investment constitutes 4.69% of their stock portfolio, and North Berkeley Wealth Management, LLC now holds 1.1% of the outstanding Vert Global Sustainable Real Estate ETF(VGSR) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and VGSR's current price of $10.47, North Berkeley Wealth Management, LLC's estimated gain on his VGSR holdings is $-91,278.80, reflecting a -1.87% gain to date.
North Berkeley Wealth Management, LLC VGSR ($10.47) Holding Chart
North Berkeley Wealth Management, LLC VGSR ($10.47) 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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