Clean Yield Group’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Clean Yield Group’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	–	Sell	-148	Closed	-$1.54K	–	417
2025 Q4	$1.54K	Hold	148	–	–	﹤0.01%	388
2025 Q3	$1.58K	Hold	148	–	–	﹤0.01%	389
2025 Q2	$1.55K	Hold	148	–	–	﹤0.01%	372
2025 Q1	$1.5K	Hold	148	–	–	﹤0.01%	406
2024 Q4	$1.5K	Hold	148	–	–	﹤0.01%	421
2024 Q3	$1.64K	Hold	148	–	–	﹤0.01%	425
2024 Q2	$1.43K	Hold	148	–	–	﹤0.01%	349
2024 Q1	$1.45K	Hold	148	–	–	﹤0.01%	362
2023 Q4	$1.47K	Buy	+148	New	+$1.46K	﹤0.01%	352

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

Clean Yield Group's VGSR Position: Q1 2026 in Review

Clean Yield Group sold out of Vert Global Sustainable Real Estate ETF (VGSR) in Q1 2026, closing a stake of 148 shares — an estimated $1.54K sold.

Clean Yield Group first reported a position in VGSR in Q4 2023 and held it in 9 quarters. The position peaked at $1.64K in Q3 2024. 89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

Clean Yield Group reported no remaining Vert Global Sustainable Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Clean Yield Group sold 148 Vert Global Sustainable Real Estate ETF shares in Q1 2026, an estimated $1.54K.
Clean Yield Group first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and held it in 9 quarters.
Clean Yield Group's Vert Global Sustainable Real Estate ETF position peaked at $1.64K in Q3 2024.
89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.