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Buckingham Strategic Wealth’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$652K Buy
67,427
+6,123
+10% +$58.3K 0.01% 416
2024
Q1 		$601K Buy
61,304
+7,435
+14% +$71.8K 0.01% 425
2023
Q4 		$537K Buy
+53,869
New +$531K 0.01% 423

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
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Buckingham Strategic Wealth's VGSR Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 10% in Q2 2024, buying an estimated $58.3K and bringing the position to 67,427 shares worth $652K. The position accounts for 0.01% of the portfolio, ranked #416.

Buckingham Strategic Wealth first reported a position in VGSR in Q4 2023 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold VGSR as of Q2 2024.

  • Buckingham Strategic Wealth held 67,427 shares of Vert Global Sustainable Real Estate ETF worth $652K as of Q2 2024.
  • Buckingham Strategic Wealth bought 6,123 Vert Global Sustainable Real Estate ETF shares in Q2 2024, an estimated $58.3K.
  • Vert Global Sustainable Real Estate ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #416 holding.
  • Buckingham Strategic Wealth first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.