Axxcess Wealth Management
VGSR icon

Axxcess Wealth Management’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Axxcess Wealth Management’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
2026
Q3 		– Sell
-16,477
Closed -$188K – 1233
2026
Q2 		$188K Buy
+16,477
New +$184K ﹤0.01% 1019
2026
Q1 		– Sell
-10,411
Closed -$108K – 978
2025
Q4 		$108K Buy
+10,411
New +$109K ﹤0.01% 1018

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Forum Financial Management
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Natural Investments
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Savant Capital
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SOA Wealth Advisors
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Willow Creek Wealth Management
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Axxcess Wealth Management's VGSR Position: Q3 2026 in Review

Axxcess Wealth Management sold out of Vert Global Sustainable Real Estate ETF (VGSR) in Q3 2026, closing a stake of 16,477 shares — an estimated $188K sold.

Axxcess Wealth Management first reported a position in VGSR in Q4 2025 and held it in 2 quarters. The position peaked at $188K in Q2 2026. 64 funds tracked by Wall St. Rank hold VGSR as of Q3 2026.

  • Axxcess Wealth Management reported no remaining Vert Global Sustainable Real Estate ETF position as of Q3 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 16,477 Vert Global Sustainable Real Estate ETF shares in Q3 2026, an estimated $188K.
  • Axxcess Wealth Management first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2025 and held it in 2 quarters.
  • Axxcess Wealth Management's Vert Global Sustainable Real Estate ETF position peaked at $188K in Q2 2026.
  • 64 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.