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 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

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Private Wealth Management Group's VGSR Position: Q1 2026 in Review

Private Wealth Management Group increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 4.1% in Q1 2026, buying an estimated $17.2K and bringing the position to 41,032 shares worth $424K. The position accounts for 0.11% of the portfolio, ranked #61.

Private Wealth Management Group first reported a position in VGSR in Q4 2023 and has held it in 10 quarters since. 89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

Private Wealth Management Group held 41,032 shares of Vert Global Sustainable Real Estate ETF worth $424K as of Q1 2026.
Private Wealth Management Group bought 1,599 Vert Global Sustainable Real Estate ETF shares in Q1 2026, an estimated $17.2K.
Vert Global Sustainable Real Estate ETF made up 0.11% of Private Wealth Management Group's portfolio in Q1 2026, its #61 holding.
Private Wealth Management Group first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.