BetterWealth’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

BetterWealth’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 Q1	$195K	Sell	18,915 -144	-0.8%	-$1.55K	0.04%	85
2025 Q4	$198K	Buy	19,059 +946	+5%	+$9.92K	0.05%	70
2025 Q3	$193K	Buy	18,113 +1,204	+7%	+$12.7K	0.05%	69
2025 Q2	$177K	Hold	16,909	–	–	0.05%	63
2025 Q1	$171K	Sell	16,909 -8,511	-33%	-$87.1K	0.05%	61
2024 Q4	$257K	Buy	25,420 +167	+0.7%	+$1.78K	0.07%	57
2024 Q3	$281K	Sell	25,253 -256	-1%	-$2.69K	0.08%	49
2024 Q2	$247K	Buy	25,509 +170	+0.7%	+$1.62K	0.08%	51
2024 Q1	$248K	Buy	+25,339	New	+$245K	0.08%	55

Other funds holding VGSR

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

BetterWealth's VGSR Position: Q1 2026 in Review

BetterWealth reduced its Vert Global Sustainable Real Estate ETF (VGSR) stake by 0.76% in Q1 2026, selling an estimated $1.55K and leaving 18,915 shares worth $195K. The position accounts for 0.04% of the portfolio, ranked #85.

BetterWealth first reported a position in VGSR in Q1 2024 and has held it in 9 quarters since. The position peaked at $281K in Q3 2024. 89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

BetterWealth held 18,915 shares of Vert Global Sustainable Real Estate ETF worth $195K as of Q1 2026.
BetterWealth sold 144 Vert Global Sustainable Real Estate ETF shares in Q1 2026, an estimated $1.55K.
Vert Global Sustainable Real Estate ETF made up 0.04% of BetterWealth's portfolio in Q1 2026, its #85 holding.
BetterWealth first reported a position in Vert Global Sustainable Real Estate ETF in Q1 2024 and has held it in 9 quarters since.
BetterWealth's Vert Global Sustainable Real Estate ETF position peaked at $281K in Q3 2024.
89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.