Red Lighthouse Investment Management’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Red Lighthouse Investment 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 Q1	$2.38M	Buy	230,087 +2,565	+1%	+$27.6K	0.8%	18
2025 Q4	$2.37M	Buy	227,522 +3,336	+1%	+$35K	0.85%	18
2025 Q3	$2.39M	Sell	224,186 -14,460	-6%	-$152K	0.83%	18
2025 Q2	$2.5M	Sell	238,646 -1,629	-0.7%	-$16.6K	0.95%	17
2025 Q1	$2.36M	Sell	240,275 -623	-0.3%	-$6.38K	0.96%	17
2024 Q4	$2.44M	Sell	240,898 -2,406	-1%	-$25.7K	0.96%	16
2024 Q3	$2.7M	Buy	243,304 +2,272	+0.9%	+$23.9K	1.06%	15
2024 Q2	$2.33M	Buy	241,032 +757	+0.3%	+$7.2K	0.98%	16
2024 Q1	$2.36M	Buy	240,275 +829	+0.3%	+$8.01K	0.95%	18
2023 Q4	$2.38M	Buy	+239,446	New	+$2.36M	1%	17

Other funds holding VGSR

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

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

Focus Partners Wealth

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

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

Fidelity Investments

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

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

Mission Wealth Management Santa Barbara, California $4.78B AUM 22.78% 1-Year Est. Return

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