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	0.86%	18

Other funds holding VGSR

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

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

First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return

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

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $4.78B AUM 22.78% 1-Year Est. Return

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

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