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

Mission 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
2026 Q3	$4.68M	Sell	440,278 -56,016	-11%	-$636K	0.07%	156
2026 Q2	$5.65M	Sell	496,294 -135,611	-21%	-$1.52M	0.07%	160
2026 Q1	$6.53M	Sell	631,905 -6,307	-1%	-$67.9K	0.13%	90
2025 Q4	$6.64M	Sell	638,212 -13,180	-2%	-$138K	0.13%	88
2025 Q3	$6.94M	Sell	651,392 -5,341	-0.8%	-$56.3K	0.14%	89
2025 Q2	$6.87M	Sell	656,733 -18,721	-3%	-$191K	0.15%	87
2025 Q1	$6.85M	Sell	675,454 -52,162	-7%	-$534K	0.17%	80
2024 Q4	$7.36M	Sell	727,616 -36,681	-5%	-$392K	0.17%	78
2024 Q3	$8.49M	Sell	764,297 -21,356	-3%	-$224K	0.21%	64
2024 Q2	$7.6M	Sell	785,653 -40,811	-5%	-$388K	0.2%	66
2024 Q1	$8.1M	Sell	826,464 -3,322	-0.4%	-$32.1K	0.21%	71
2023 Q4	$8.26M	Buy	+829,786	New	+$8.19M	0.27%	53

Other funds holding VGSR

Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Natural Investments Windsor, California $471M AUM 21.91% 1-Year Est. Return

PFG Investments Woodbury, New York $2.64B AUM 26.11% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

SOA Wealth Advisors New York $605M AUM 18.7% 1-Year Est. Return

Mission Wealth Management's VGSR Position: Q3 2026 in Review

Mission Wealth Management reduced its Vert Global Sustainable Real Estate ETF (VGSR) stake by 11% in Q3 2026, selling an estimated $636K and leaving 440,278 shares worth $4.68M. The position accounts for 0.07% of the portfolio, ranked #156.

Mission Wealth Management first reported a position in VGSR in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.49M in Q3 2024. 73 funds tracked by Wall St. Rank hold VGSR as of Q3 2026.

Mission Wealth Management held 440,278 shares of Vert Global Sustainable Real Estate ETF worth $4.68M as of Q3 2026.
Mission Wealth Management sold 56,016 Vert Global Sustainable Real Estate ETF shares in Q3 2026, an estimated $636K.
Vert Global Sustainable Real Estate ETF made up 0.07% of Mission Wealth Management's portfolio in Q3 2026, its #156 holding.
Mission Wealth Management first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 12 quarters since.
Mission Wealth Management's Vert Global Sustainable Real Estate ETF position peaked at $8.49M in Q3 2024.
73 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.