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CoreFirst Bank & Trust’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

CoreFirst Bank & Trust’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
-3,351
Closed -$34.9K – 300
2025
Q4 		$34.9K Hold
3,351
– – 0.02% 230
2025
Q3 		$35.7K Buy
+3,351
New +$35.3K 0.02% 227

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 $2.37B AUM 16.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

CoreFirst Bank & Trust's VGSR Position: Q1 2026 in Review

CoreFirst Bank & Trust sold out of Vert Global Sustainable Real Estate ETF (VGSR) in Q1 2026, closing a stake of 3,351 shares — an estimated $34.9K sold.

CoreFirst Bank & Trust first reported a position in VGSR in Q3 2025 and held it in 2 quarters. The position peaked at $35.7K in Q3 2025. 89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

  • CoreFirst Bank & Trust reported no remaining Vert Global Sustainable Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 3,351 Vert Global Sustainable Real Estate ETF shares in Q1 2026, an estimated $34.9K.
  • CoreFirst Bank & Trust first reported a position in Vert Global Sustainable Real Estate ETF in Q3 2025 and held it in 2 quarters.
  • CoreFirst Bank & Trust's Vert Global Sustainable Real Estate ETF position peaked at $35.7K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2026, filed 3 Jun 2026.