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 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 $1.1B AUM 14.74% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FPF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

MB Generational Wealth's VGSR Position: Q1 2026 in Review

MB Generational Wealth increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 2.4% in Q1 2026, buying an estimated $6.39K and bringing the position to 24,844 shares worth $257K. The position accounts for 0.14% of the portfolio, ranked #61.

MB Generational Wealth first reported a position in VGSR in Q4 2023 and has held it in 9 quarters since. The position peaked at $279K in Q3 2024. 89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

MB Generational Wealth held 24,844 shares of Vert Global Sustainable Real Estate ETF worth $257K as of Q1 2026.
MB Generational Wealth bought 594 Vert Global Sustainable Real Estate ETF shares in Q1 2026, an estimated $6.39K.
Vert Global Sustainable Real Estate ETF made up 0.14% of MB Generational Wealth's portfolio in Q1 2026, its #61 holding.
MB Generational Wealth first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 9 quarters since.
MB Generational Wealth's Vert Global Sustainable Real Estate ETF position peaked at $279K in Q3 2024.
89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on MB Generational Wealth's 13F filing for Q1 2026, filed 4 May 2026.