Morris Financial Concepts’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Morris Financial Concepts’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	$195K	Buy	17,158 +116	+0.7%	+$1.3K	0.06%	144
2026 Q1	$176K	Buy	17,042 +331	+2%	+$3.56K	0.06%	143
2025 Q4	$174K	Buy	16,711 +27	+0.2%	+$283	0.06%	139
2025 Q3	$178K	Buy	16,684 +90	+0.5%	+$948	0.06%	141
2025 Q2	$174K	Buy	16,594 +1,845	+13%	+$18.8K	0.07%	140
2025 Q1	$150K	Buy	14,749 +2,253	+18%	+$23.1K	0.06%	137
2024 Q4	$126K	Buy	12,496 +505	+4%	+$5.39K	0.05%	131
2024 Q3	$133K	Sell	11,991 -306	-2%	-$3.21K	0.06%	131
2024 Q2	$119K	Buy	12,297 +315	+3%	+$3K	0.06%	108
2024 Q1	$117K	Buy	11,982 +155	+1%	+$1.5K	0.06%	106
2023 Q4	$118K	Buy	+11,827	New	+$117K	0.07%	105

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

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 $839M AUM 19.87% 1-Year Est. Return

WANY

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

FFM

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

Morris Financial Concepts's VGSR Position: Q2 2026 in Review

Morris Financial Concepts increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 0.68% in Q2 2026, buying an estimated $1.3K and bringing the position to 17,158 shares worth $195K. The position accounts for 0.06% of the portfolio, ranked #144.

Morris Financial Concepts first reported a position in VGSR in Q4 2023 and has held it in 11 quarters since. 87 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

Morris Financial Concepts held 17,158 shares of Vert Global Sustainable Real Estate ETF worth $195K as of Q2 2026.
Morris Financial Concepts bought 116 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $1.3K.
Vert Global Sustainable Real Estate ETF made up 0.06% of Morris Financial Concepts's portfolio in Q2 2026, its #144 holding.
Morris Financial Concepts first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
87 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.