MORRIS FINANCIAL CONCEPTS, INC.
Position in VGSR — Vert Global Sustainable Real Estate ETF
CIK 1387386
MOUNT PLEASANT, SC
All Filings in VGSR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 VGSR | $176,043 | 17,042 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 VGSR | $173,794 | 16,711 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 VGSR | $177,684 | 16,684 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 VGSR | $173,573 | 16,594 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 VGSR | $149,554 | 14,749 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 VGSR | $126,459 | 12,496 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 VGSR | $133,220 | 11,991 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 VGSR | $118,911 | 12,297 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 VGSR | $117,483 | 11,982 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 VGSR | $117,796 | 11,827 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||