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

Private Wealth Management Group’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	$498K	Buy	46,882 +1,731	+4%	+$19.7K	0.11%	62
2026 Q2	$514K	Buy	45,151 +4,119	+10%	+$46K	0.12%	64
2026 Q1	$424K	Buy	41,032 +1,599	+4%	+$17.2K	0.11%	61
2025 Q4	$410K	Buy	39,433 +3,941	+11%	+$41.3K	0.11%	63
2025 Q3	$378K	Buy	35,492 +884	+3%	+$9.31K	0.1%	63
2025 Q2	$362K	Sell	34,608 -878	-2%	-$8.96K	0.12%	63
2025 Q1	$360K	Sell	35,486 -327	-0.9%	-$3.35K	0.13%	60
2024 Q4	$362K	Buy	35,813 +1,105	+3%	+$11.8K	0.14%	59
2024 Q3	$386K	Buy	34,708 +2,822	+9%	+$29.6K	0.15%	55
2024 Q2	$308K	Buy	31,886 +6,835	+27%	+$65K	0.13%	60
2024 Q1	$246K	Buy	25,051 +4,894	+24%	+$47.3K	0.11%	59
2023 Q4	$201K	Buy	+20,157	New	+$199K	0.1%	67

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

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

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

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return

Private Wealth Management Group's VGSR Position: Q3 2026 in Review

Private Wealth Management Group increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 3.8% in Q3 2026, buying an estimated $19.7K and bringing the position to 46,882 shares worth $498K. The position accounts for 0.11% of the portfolio, ranked #62.

Private Wealth Management Group first reported a position in VGSR in Q4 2023 and has held it in 12 quarters since. The position peaked at $514K in Q2 2026. 53 funds tracked by Wall St. Rank hold VGSR as of Q3 2026.

Private Wealth Management Group held 46,882 shares of Vert Global Sustainable Real Estate ETF worth $498K as of Q3 2026.
Private Wealth Management Group bought 1,731 Vert Global Sustainable Real Estate ETF shares in Q3 2026, an estimated $19.7K.
Vert Global Sustainable Real Estate ETF made up 0.11% of Private Wealth Management Group's portfolio in Q3 2026, its #62 holding.
Private Wealth Management Group first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Vert Global Sustainable Real Estate ETF position peaked at $514K in Q2 2026.
53 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.