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

Parkworth 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
2025
Q2 		$113K Buy
10,772
+1,693
+19% +$17.3K 0.08% 75
2025
Q1 		$92.1K Buy
9,079
+110
+1% +$1.13K 0.07% 76
2024
Q4 		$90.8K Buy
+8,969
New +$95.8K 0.08% 74

Other funds holding VGSR

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Parkworth Wealth Management's VGSR Position: Q2 2025 in Review

Parkworth Wealth Management increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 19% in Q2 2025, buying an estimated $17.3K and bringing the position to 10,772 shares worth $113K. The position accounts for 0.08% of the portfolio, ranked #75.

Parkworth Wealth Management first reported a position in VGSR in Q4 2024 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold VGSR as of Q2 2025.

  • Parkworth Wealth Management held 10,772 shares of Vert Global Sustainable Real Estate ETF worth $113K as of Q2 2025.
  • Parkworth Wealth Management bought 1,693 Vert Global Sustainable Real Estate ETF shares in Q2 2025, an estimated $17.3K.
  • Vert Global Sustainable Real Estate ETF made up 0.08% of Parkworth Wealth Management's portfolio in Q2 2025, its #75 holding.
  • Parkworth Wealth Management first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2024 and has held it in 3 quarters since.
  • 74 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.