SFP
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SwitchPoint Financial Planning’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

SwitchPoint Financial Planning’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 		– Sell
-18,261
Closed -$185K – 64
2025
Q1 		$185K Hold
18,261
– – 0.18% 51
2024
Q4 		$185K Buy
+18,261
New +$195K 0.18% 50

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

SwitchPoint Financial Planning's VGSR Position: Q2 2025 in Review

SwitchPoint Financial Planning sold out of Vert Global Sustainable Real Estate ETF (VGSR) in Q2 2025, closing a stake of 18,261 shares — an estimated $185K sold.

SwitchPoint Financial Planning first reported a position in VGSR in Q4 2024 and held it in 2 quarters. The position peaked at $185K in Q1 2025. 74 funds tracked by Wall St. Rank hold VGSR as of Q2 2025.

  • SwitchPoint Financial Planning reported no remaining Vert Global Sustainable Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • SwitchPoint Financial Planning sold 18,261 Vert Global Sustainable Real Estate ETF shares in Q2 2025, an estimated $185K.
  • SwitchPoint Financial Planning first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2024 and held it in 2 quarters.
  • SwitchPoint Financial Planning's Vert Global Sustainable Real Estate ETF position peaked at $185K in Q1 2025.
  • 74 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2025.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2025, filed 1 Aug 2025.