JDH Wealth Management
VGSR icon

JDH Wealth Management’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

JDH Wealth 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
Q3 		$160K Sell
15,083
-1,349
-8% -$15.3K 0.1% 58
2026
Q2 		$187K Hold
16,432
– – 0.11% 60
2026
Q1 		$170K Hold
16,432
– – 0.11% 53
2025
Q4 		$171K Hold
16,432
– – 0.12% 50
2025
Q3 		$175K Sell
16,432
-5,779
-26% -$60.9K 0.12% 50
2025
Q2 		$232K Hold
22,211
– – 0.18% 44
2025
Q1 		$225K Sell
22,211
-5,916
-21% -$60.6K 0.19% 46
2024
Q4 		$285K Buy
+28,127
New +$300K 0.25% 40

Other funds holding VGSR

First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Meritas Wealth Management
Meritas Wealth Management Larkspur, California $278M AUM 18.16% 1-Year Est. Return
Allodium Investment Consultants
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

JDH Wealth Management's VGSR Position: Q3 2026 in Review

JDH Wealth Management reduced its Vert Global Sustainable Real Estate ETF (VGSR) stake by 8.2% in Q3 2026, selling an estimated $15.3K and leaving 15,083 shares worth $160K. The position accounts for 0.1% of the portfolio, ranked #58.

JDH Wealth Management first reported a position in VGSR in Q4 2024 and has held it in 8 quarters since. The position peaked at $285K in Q4 2024. 31 funds tracked by Wall St. Rank hold VGSR as of Q3 2026.

  • JDH Wealth Management held 15,083 shares of Vert Global Sustainable Real Estate ETF worth $160K as of Q3 2026.
  • JDH Wealth Management sold 1,349 Vert Global Sustainable Real Estate ETF shares in Q3 2026, an estimated $15.3K.
  • Vert Global Sustainable Real Estate ETF made up 0.1% of JDH Wealth Management's portfolio in Q3 2026, its #58 holding.
  • JDH Wealth Management first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2024 and has held it in 8 quarters since.
  • JDH Wealth Management's Vert Global Sustainable Real Estate ETF position peaked at $285K in Q4 2024.
  • 31 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q3 2026.

Based on JDH Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.