MB Generational Wealth’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

MB Generational Wealth’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	$262K	Sell	22,994 -1,850	-7%	-$20.7K	0.13%	63
2026 Q1	$257K	Buy	24,844 +594	+2%	+$6.39K	0.14%	61
2025 Q4	$252K	Buy	24,250 +679	+3%	+$7.12K	0.13%	63
2025 Q3	$251K	Buy	+23,571	New	+$248K	0.16%	57
2025 Q1	$247K	Hold	24,317	–	–	0.18%	43
2024 Q4	$246K	Sell	24,317 -812	-3%	-$8.67K	0.18%	42
2024 Q3	$279K	Sell	25,129 -882	-3%	-$9.26K	0.2%	45
2024 Q2	$252K	Buy	26,011 +20,816	+401%	+$198K	0.19%	46
2024 Q1	$265K	Sell	5,195 -22,760	-81%	-$220K	0.21%	44
2023 Q4	$278K	Buy	+27,955	New	+$276K	0.26%	37

Other funds holding VGSR

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

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 $978M AUM 12.87% 1-Year Est. Return

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

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

MB Generational Wealth's VGSR Position: Q2 2026 in Review

MB Generational Wealth reduced its Vert Global Sustainable Real Estate ETF (VGSR) stake by 7.4% in Q2 2026, selling an estimated $20.7K and leaving 22,994 shares worth $262K. The position accounts for 0.13% of the portfolio, ranked #63.

MB Generational Wealth first reported a position in VGSR in Q4 2023 and has held it in 10 quarters since. The position peaked at $279K in Q3 2024. 87 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

MB Generational Wealth held 22,994 shares of Vert Global Sustainable Real Estate ETF worth $262K as of Q2 2026.
MB Generational Wealth sold 1,850 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $20.7K.
Vert Global Sustainable Real Estate ETF made up 0.13% of MB Generational Wealth's portfolio in Q2 2026, its #63 holding.
MB Generational Wealth first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
MB Generational Wealth's Vert Global Sustainable Real Estate ETF position peaked at $279K in Q3 2024.
87 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on MB Generational Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.