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Atria Wealth Solutions’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Atria Wealth Solutions’s Portfolio VGSR Stock Details VGSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,341
Closed -$105K – 1912
2025
Q1 		$105K Sell
10,341
-387
-4% -$3.96K ﹤0.01% 1790
2024
Q4 		$109K Buy
+10,728
New +$115K ﹤0.01% 1894

Other funds holding VGSR

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Atria Wealth Solutions's VGSR Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Vert Global Sustainable Real Estate ETF (VGSR) in Q2 2025, closing a stake of 10,341 shares — an estimated $105K sold.

Atria Wealth Solutions first reported a position in VGSR in Q4 2024 and held it in 2 quarters. The position peaked at $109K in Q4 2024. 74 funds tracked by Wall St. Rank hold VGSR as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Vert Global Sustainable Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,341 Vert Global Sustainable Real Estate ETF shares in Q2 2025, an estimated $105K.
  • Atria Wealth Solutions first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2024 and held it in 2 quarters.
  • Atria Wealth Solutions's Vert Global Sustainable Real Estate ETF position peaked at $109K in Q4 2024.
  • 74 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.