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 Q3	$1.08M	Sell	101,762 -1,137	-1%	-$12.9K	0.24%	50
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

FPF

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

MWM

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

AIC

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

PGFG

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Level Financial Advisors's VGSR Position: Q3 2026 in Review

Level Financial Advisors reduced its Vert Global Sustainable Real Estate ETF (VGSR) stake by 1.1% in Q3 2026, selling an estimated $12.9K and leaving 101,762 shares worth $1.08M. The position accounts for 0.24% of the portfolio, ranked #50.

Level Financial Advisors first reported a position in VGSR in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.17M in Q2 2026. 10 funds tracked by Wall St. Rank hold VGSR as of Q3 2026.

Level Financial Advisors held 101,762 shares of Vert Global Sustainable Real Estate ETF worth $1.08M as of Q3 2026.
Level Financial Advisors sold 1,137 Vert Global Sustainable Real Estate ETF shares in Q3 2026, an estimated $12.9K.
Vert Global Sustainable Real Estate ETF made up 0.24% of Level Financial Advisors's portfolio in Q3 2026, its #50 holding.
Level Financial Advisors first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 12 quarters since.
Level Financial Advisors's Vert Global Sustainable Real Estate ETF position peaked at $1.17M in Q2 2026.
10 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q3 2026.

Based on Level Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.