Aegis Wealth Management LLC
Position in VGSR — Vert Global Sustainable Real Estate ETF
CIK 1628818
BETHESDA, MD
All Filings in VGSR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 VGSR | $390,122 | 37,766 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 VGSR | $385,954 | 37,111 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 VGSR | $395,232 | 37,111 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 VGSR | $388,181 | 37,111 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 VGSR | $376,305 | 37,111 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 VGSR | $360,383 | 35,611 | Shares | Sole | 2025-03-07 | |
| No filing history on record for this holder in this stock. | ||||||