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

North Berkeley 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 Q2	$5.2M	Sell	456,331 -23,694	-5%	-$265K	2.1%	17
2026 Q1	$4.96M	Buy	480,025 +8,083	+2%	+$87K	2.62%	16
2025 Q4	$4.91M	Buy	471,942 +27,151	+6%	+$285K	2.9%	10
2025 Q3	$4.74M	Sell	444,791 -3,379	-0.8%	-$35.6K	3.74%	9
2025 Q2	$4.69M	Sell	448,170 -1,615	-0.4%	-$16.5K	4.3%	7
2025 Q1	$4.56M	Sell	449,785 -6,609	-1%	-$67.7K	4.75%	7
2024 Q4	$4.62M	Buy	+456,394	New	+$4.88M	4.69%	7

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

North Berkeley Wealth Management's VGSR Position: Q2 2026 in Review

North Berkeley Wealth Management reduced its Vert Global Sustainable Real Estate ETF (VGSR) stake by 4.9% in Q2 2026, selling an estimated $265K and leaving 456,331 shares worth $5.2M. The position accounts for 2.1% of the portfolio, ranked #17.

North Berkeley Wealth Management first reported a position in VGSR in Q4 2024 and has held it in 7 quarters since. 87 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

North Berkeley Wealth Management held 456,331 shares of Vert Global Sustainable Real Estate ETF worth $5.2M as of Q2 2026.
North Berkeley Wealth Management sold 23,694 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $265K.
Vert Global Sustainable Real Estate ETF made up 2.1% of North Berkeley Wealth Management's portfolio in Q2 2026, its #17 holding.
North Berkeley Wealth Management first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
87 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.