Private Wealth Management Group, LLC
Position in VGSR — Vert Global Sustainable Real Estate ETF
CIK 2011342
PRINCETON, NJ
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 | $423,860 | 41,032 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 VGSR | $410,103 | 39,433 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 VGSR | $377,989 | 35,492 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 VGSR | $361,999 | 34,608 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 VGSR | $359,828 | 35,486 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 VGSR | $362,427 | 35,813 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 VGSR | $385,605 | 34,708 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 VGSR | $308,337 | 31,886 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 VGSR | $245,625 | 25,051 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 VGSR | $200,763 | 20,157 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||