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Mather Group’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Mather Group’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
Q2 		– Sell
-9,056
Closed -$90.2K – 2280
2024
Q1 		$90.2K Buy
+9,056
New +$87.5K ﹤0.01% 724

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Mather Group's VGSR Position: Q2 2024 in Review

Mather Group sold out of Vert Global Sustainable Real Estate ETF (VGSR) in Q2 2024, closing a stake of 9,056 shares — an estimated $90.2K sold.

Mather Group first reported a position in VGSR in Q1 2024 and held it in 1 quarter. The position peaked at $90.2K in Q1 2024. 60 funds tracked by Wall St. Rank hold VGSR as of Q2 2024.

  • Mather Group reported no remaining Vert Global Sustainable Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Mather Group sold 9,056 Vert Global Sustainable Real Estate ETF shares in Q2 2024, an estimated $90.2K.
  • Mather Group first reported a position in Vert Global Sustainable Real Estate ETF in Q1 2024 and held it in 1 quarter.
  • Mather Group's Vert Global Sustainable Real Estate ETF position peaked at $90.2K in Q1 2024.
  • 60 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2024.

Based on Mather Group's 13F filing for Q2 2024, filed 9 Jul 2024.