SOA Wealth Advisors, LLC. VGSR Holdings History
SOA Wealth Advisors, LLC.'s Vert Global Sustainable Real Estate ETF Holding Summary
As of 2025-06-30, SOA Wealth Advisors, LLC. held 481,734.00 shares of Vert Global Sustainable Real Estate ETF(VGSR), totaling $5.04 Mil. This investment constitutes 0.95% of their stock portfolio, and SOA Wealth Advisors, LLC. now holds 1.2% of the outstanding Vert Global Sustainable Real Estate ETF(VGSR) stock.
The initial trade took place in 2024Q1. And since then SOA Wealth Advisors, LLC. has made 7 purchases of VGSR, at an average price of $9.81, for a total of 481,734.00 shares. Based on historical transaction data and VGSR's current price of $10.47, SOA Wealth Advisors, LLC.'s estimated gain on his VGSR holdings is $318,420.52, reflecting a 6.74% gain to date.
SOA Wealth Advisors, LLC. VGSR ($10.47) Holding Chart
SOA Wealth Advisors, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
