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Cetera Advisor Networks’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Cetera Advisor Networks’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
Q1 		$264K Hold
26,883
– – ﹤0.01% 2381
2023
Q4 		$268K Buy
+26,883
New +$265K ﹤0.01% 2328

Other funds holding VGSR

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $160M AUM 15.92% 1-Year Est. Return

Cetera Advisor Networks's VGSR Position: Q1 2024 in Review

Cetera Advisor Networks held its Vert Global Sustainable Real Estate ETF (VGSR) position steady in Q1 2024 at 26,883 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #2381.

Cetera Advisor Networks first reported a position in VGSR in Q4 2023 and has held it in 2 quarters since. The position peaked at $268K in Q4 2023. 55 funds tracked by Wall St. Rank hold VGSR as of Q1 2024.

  • Cetera Advisor Networks held 26,883 shares of Vert Global Sustainable Real Estate ETF worth $264K as of Q1 2024.
  • Cetera Advisor Networks left its Vert Global Sustainable Real Estate ETF share count unchanged in Q1 2024.
  • Vert Global Sustainable Real Estate ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2381 holding.
  • Cetera Advisor Networks first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 2 quarters since.
  • Cetera Advisor Networks's Vert Global Sustainable Real Estate ETF position peaked at $268K in Q4 2023.
  • 55 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.