Financial Connections Group’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Financial Connections 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	$14K	Buy	1,440 +13	+0.9%	+$140	﹤0.01%	172
2025 Q4	$14K	Buy	1,427 +9	+0.6%	+$94	﹤0.01%	161
2025 Q3	$15K	Buy	1,418 +16	+1%	+$169	0.01%	156
2025 Q2	$14K	Buy	1,402 +14	+1%	+$143	0.01%	162
2025 Q1	$14K	Buy	1,388 +9	+0.7%	+$92	0.01%	150
2024 Q4	$13K	Buy	1,379 +8	+0.6%	+$85	0.01%	146
2024 Q3	$15K	Sell	1,371 -189	-12%	-$1.98K	0.01%	140
2024 Q2	$35K	Buy	1,560 +31	+2%	+$295	0.02%	118
2024 Q1	$37K	Buy	+1,529	New	+$14.8K	0.04%	65

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

Financial Connections Group's VGSR Position: Q1 2026 in Review

Financial Connections Group increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 0.91% in Q1 2026, buying an estimated $140 and bringing the position to 1,440 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #172.

Financial Connections Group first reported a position in VGSR in Q1 2024 and has held it in 9 quarters since. The position peaked at $37K in Q1 2024. 89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

Financial Connections Group held 1,440 shares of Vert Global Sustainable Real Estate ETF worth $14K as of Q1 2026.
Financial Connections Group bought 13 Vert Global Sustainable Real Estate ETF shares in Q1 2026, an estimated $140.
Vert Global Sustainable Real Estate ETF made up ﹤0.01% of Financial Connections Group's portfolio in Q1 2026, its #172 holding.
Financial Connections Group first reported a position in Vert Global Sustainable Real Estate ETF in Q1 2024 and has held it in 9 quarters since.
Financial Connections Group's Vert Global Sustainable Real Estate ETF position peaked at $37K in Q1 2024.
89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.