Level Financial Advisors’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Level Financial Advisors’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 Q2	$1.17M	Sell	102,899 -723	-0.7%	-$8.08K	0.26%	46
2026 Q1	$1.07M	Sell	103,622 -1,830	-2%	-$19.7K	0.27%	45
2025 Q4	$1.1M	Buy	105,452 +7,293	+7%	+$76.5K	0.29%	47
2025 Q3	$1.05M	Sell	98,159 -425	-0.4%	-$4.48K	0.29%	46
2025 Q2	$1.03M	Buy	98,584 +2,270	+2%	+$23.2K	0.32%	48
2025 Q1	$977K	Buy	96,314 +192	+0.2%	+$1.97K	0.33%	47
2024 Q4	$973K	Buy	96,122 +2,402	+3%	+$25.7K	0.36%	43
2024 Q3	$1.04M	Sell	93,720 -5,689	-6%	-$59.7K	0.4%	38
2024 Q2	$961K	Buy	99,409 +5,155	+5%	+$49.1K	0.42%	38
2024 Q1	$924K	Sell	94,254 -1,221	-1%	-$11.8K	0.42%	39
2023 Q4	$951K	Buy	+95,475	New	+$942K	0.47%	34

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 $5.38B AUM 27.31% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

Level Financial Advisors's VGSR Position: Q2 2026 in Review

Level Financial Advisors reduced its Vert Global Sustainable Real Estate ETF (VGSR) stake by 0.7% in Q2 2026, selling an estimated $8.08K and leaving 102,899 shares worth $1.17M. The position accounts for 0.26% of the portfolio, ranked #46.

Level Financial Advisors first reported a position in VGSR in Q4 2023 and has held it in 11 quarters since. 86 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

Level Financial Advisors held 102,899 shares of Vert Global Sustainable Real Estate ETF worth $1.17M as of Q2 2026.
Level Financial Advisors sold 723 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $8.08K.
Vert Global Sustainable Real Estate ETF made up 0.26% of Level Financial Advisors's portfolio in Q2 2026, its #46 holding.
Level Financial Advisors first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
86 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.