FFM
VGSR icon

Forum Financial Management’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Forum Financial Management’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 		$13.7M Buy
1,324,959
+14,589
+1% +$157K 0.19% 28
2025
Q4 		$13.6M Buy
1,310,370
+56,065
+4% +$588K 0.18% 34
2025
Q3 		$13.4M Buy
1,254,305
+37,755
+3% +$398K 0.18% 33
2025
Q2 		$12.7M Buy
1,216,550
+16,991
+1% +$173K 0.19% 29
2025
Q1 		$12.2M Buy
1,199,559
+45,543
+4% +$466K 0.2% 32
2024
Q4 		$11.7M Buy
1,154,016
+1,134,245
+5,737% +$12.1M 0.19% 31
2024
Q3 		$220K Sell
19,771
-2,047
-9% -$21.5K ﹤0.01% 675
2024
Q2 		$211K Buy
21,818
+2,671
+14% +$25.4K ﹤0.01% 655
2024
Q1 		$188K Sell
19,147
-2,441
-11% -$23.6K ﹤0.01% 708
2023
Q4 		$215K Buy
+21,588
New +$213K ﹤0.01% 614

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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.78B AUM 22.78% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return