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Greykasell Wealth Strategies’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Greykasell Wealth Strategies’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 		$74.1K Hold
7,175
– – 0.03% 216
2025
Q4 		$74.6K Hold
7,175
– – 0.03% 207
2025
Q3 		$76.4K Hold
7,175
– – 0.03% 187
2025
Q2 		$75.1K Hold
7,175
– – 0.04% 173
2025
Q1 		$72.8K Sell
7,175
-3,176
-31% -$32.5K 0.04% 163
2024
Q4 		$105K Buy
+10,351
New +$111K 0.06% 119

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

Greykasell Wealth Strategies's VGSR Position: Q1 2026 in Review

Greykasell Wealth Strategies held its Vert Global Sustainable Real Estate ETF (VGSR) position steady in Q1 2026 at 7,175 shares worth $74.1K. The position accounts for 0.03% of the portfolio, ranked #216.

Greykasell Wealth Strategies first reported a position in VGSR in Q4 2024 and has held it in 6 quarters since. The position peaked at $105K in Q4 2024. 89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

  • Greykasell Wealth Strategies held 7,175 shares of Vert Global Sustainable Real Estate ETF worth $74.1K as of Q1 2026.
  • Greykasell Wealth Strategies left its Vert Global Sustainable Real Estate ETF share count unchanged in Q1 2026.
  • Vert Global Sustainable Real Estate ETF made up 0.03% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #216 holding.
  • Greykasell Wealth Strategies first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
  • Greykasell Wealth Strategies's Vert Global Sustainable Real Estate ETF position peaked at $105K in Q4 2024.
  • 89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.