SOA Wealth Advisors’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

SOA Wealth Advisors’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	$5.58M	Buy	540,065 +16,747	+3%	+$180K	1.05%	22
2025 Q4	$5.44M	Buy	523,318 +13,551	+3%	+$142K	0.92%	23
2025 Q3	$5.43M	Buy	509,767 +28,033	+6%	+$295K	0.93%	23
2025 Q2	$5.04M	Buy	481,734 +120,241	+33%	+$1.23M	0.95%	24
2025 Q1	$3.67M	Buy	361,493 +5,551	+2%	+$56.8K	0.77%	28
2024 Q4	$3.6M	Buy	355,942 +3,394	+1%	+$36.3K	0.66%	31
2024 Q3	$3.92M	Buy	352,548 +6,121	+2%	+$64.3K	0.75%	30
2024 Q2	$3.35M	Buy	346,427 +35,252	+11%	+$335K	0.67%	33
2024 Q1	$3.05M	Buy	+311,175	New	+$3.01M	0.63%	36

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

SOA Wealth Advisors's VGSR Position: Q1 2026 in Review

SOA Wealth Advisors increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 3.2% in Q1 2026, buying an estimated $180K and bringing the position to 540,065 shares worth $5.58M. The position accounts for 1.05% of the portfolio, ranked #22.

SOA Wealth Advisors first reported a position in VGSR in Q1 2024 and has held it in 9 quarters since. 89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

SOA Wealth Advisors held 540,065 shares of Vert Global Sustainable Real Estate ETF worth $5.58M as of Q1 2026.
SOA Wealth Advisors bought 16,747 Vert Global Sustainable Real Estate ETF shares in Q1 2026, an estimated $180K.
Vert Global Sustainable Real Estate ETF made up 1.05% of SOA Wealth Advisors's portfolio in Q1 2026, its #22 holding.
SOA Wealth Advisors first reported a position in Vert Global Sustainable Real Estate ETF in Q1 2024 and has held it in 9 quarters since.
89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.