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Lindbrook Capital’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Lindbrook Capital’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
2024
Q3 		– Sell
-7,060
Closed -$68.3K – 2914
2024
Q2 		$68.3K Buy
+7,060
New +$67.2K 0.01% 670

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
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Lindbrook Capital's VGSR Position: Q3 2024 in Review

Lindbrook Capital sold out of Vert Global Sustainable Real Estate ETF (VGSR) in Q3 2024, closing a stake of 7,060 shares — an estimated $68.3K sold.

Lindbrook Capital first reported a position in VGSR in Q2 2024 and held it in 1 quarter. The position peaked at $68.3K in Q2 2024. 63 funds tracked by Wall St. Rank hold VGSR as of Q3 2024.

  • Lindbrook Capital reported no remaining Vert Global Sustainable Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • Lindbrook Capital sold 7,060 Vert Global Sustainable Real Estate ETF shares in Q3 2024, an estimated $68.3K.
  • Lindbrook Capital first reported a position in Vert Global Sustainable Real Estate ETF in Q2 2024 and held it in 1 quarter.
  • Lindbrook Capital's Vert Global Sustainable Real Estate ETF position peaked at $68.3K in Q2 2024.
  • 63 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q3 2024.

Based on Lindbrook Capital's 13F filing for Q3 2024, filed 1 Nov 2024.