Meritas Wealth Management, LLC
Position in VGSR — Vert Global Sustainable Real Estate ETF
CIK 1990690
SAN RAFAEL, CA
All Filings in VGSR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 VGSR | $2,326,295 | 225,198 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 VGSR | $2,122,390 | 204,076 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 VGSR | $2,131,576 | 200,148 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 VGSR | $2,074,866 | 198,362 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 VGSR | $1,996,778 | 196,921 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 VGSR | $1,619,786 | 160,058 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 VGSR | $1,721,972 | 154,993 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 VGSR | $1,291,090 | 133,515 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 VGSR | $1,112,151 | 113,427 | Shares | Sole | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||