Modern Wealth Management, LLC
Position in VGSR — Vert Global Sustainable Real Estate ETF
CIK 2001900
KANSAS CITY, MO
All Filings in VGSR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 VGSR | $150,879 | 14,606 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 VGSR | $368,264 | 35,410 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 VGSR | $377,116 | 35,410 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 VGSR | $370,388 | 35,410 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||