MWM
VGSR icon

Merriman Wealth Management’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Merriman Wealth Management’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
Q4 		$20.7M Buy
2,050,284
+19,300
+1% +$206K 0.86% 21
2024
Q3 		$22.6M Buy
2,030,984
+29,800
+1% +$313K 0.92% 17
2024
Q2 		$19.4M Buy
2,001,184
+177,168
+10% +$1.69M 0.85% 17
2024
Q1 		$17.9M Buy
1,824,016
+58,808
+3% +$568K 0.8% 18
2023
Q4 		$17.6M Buy
+1,765,208
New +$17.4M 0.85% 18

Other funds holding VGSR

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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 $4.22B AUM 26.72% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Merriman Wealth Management's VGSR Position: Q4 2024 in Review

Merriman Wealth Management increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 0.95% in Q4 2024, buying an estimated $206K and bringing the position to 2,050,284 shares worth $20.7M. The position accounts for 0.86% of the portfolio, ranked #21.

Merriman Wealth Management first reported a position in VGSR in Q4 2023 and has held it in 5 quarters since. The position peaked at $22.6M in Q3 2024. 78 funds tracked by Wall St. Rank hold VGSR as of Q4 2024.

  • Merriman Wealth Management held 2,050,284 shares of Vert Global Sustainable Real Estate ETF worth $20.7M as of Q4 2024.
  • Merriman Wealth Management bought 19,300 Vert Global Sustainable Real Estate ETF shares in Q4 2024, an estimated $206K.
  • Vert Global Sustainable Real Estate ETF made up 0.86% of Merriman Wealth Management's portfolio in Q4 2024, its #21 holding.
  • Merriman Wealth Management first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 5 quarters since.
  • Merriman Wealth Management's Vert Global Sustainable Real Estate ETF position peaked at $22.6M in Q3 2024.
  • 78 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.