First Affirmative Financial Network’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

First Affirmative Financial Network’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 Q3	$170K	Buy	+16,050	New	+$182K	0.04%	387
2026 Q1	$164K	Buy	+15,904	New	+$171K	0.06%	308
2025 Q3	$166K	Sell	15,545 -6,595	-30%	-$69.5K	0.08%	277
2025 Q2	$232K	Sell	22,140 -670	-3%	-$6.84K	0.12%	227
2025 Q1	$231K	Buy	22,810 +762	+3%	+$7.8K	0.14%	207
2024 Q4	$223K	Sell	22,048 -47	-0.2%	-$502	0.13%	218
2024 Q3	$245K	Buy	22,095 +164	+0.7%	+$1.72K	0.13%	211
2024 Q2	$212K	Buy	21,931 +760	+4%	+$7.23K	0.15%	217
2024 Q1	$208K	Buy	21,171 +212	+1%	+$2.05K	0.15%	217
2023 Q4	$209K	Buy	+20,959	New	+$207K	0.17%	203

Other funds holding VGSR

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Meritas Wealth Management Larkspur, California $278M AUM 18.16% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

First Affirmative Financial Network's VGSR Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Vert Global Sustainable Real Estate ETF (VGSR) in Q3 2026: 16,050 shares worth $170K. The stake represents 0.04% of the portfolio and ranks #387 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in VGSR as recently as Q1 2026.

First Affirmative Financial Network first reported a position in VGSR in Q4 2023 and has held it in 10 quarters since. The position peaked at $245K in Q3 2024. 23 funds tracked by Wall St. Rank hold VGSR as of Q3 2026.

First Affirmative Financial Network held 16,050 shares of Vert Global Sustainable Real Estate ETF worth $170K as of Q3 2026.
Vert Global Sustainable Real Estate ETF was a new First Affirmative Financial Network position in Q3 2026.
Vert Global Sustainable Real Estate ETF made up 0.04% of First Affirmative Financial Network's portfolio in Q3 2026, its #387 holding.
First Affirmative Financial Network first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
First Affirmative Financial Network's Vert Global Sustainable Real Estate ETF position peaked at $245K in Q3 2024.
23 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.