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

WCG 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 Q2	$7.11M	Buy	624,753 +78,653	+14%	+$879K	0.17%	127
2026 Q1	$5.64M	Buy	546,100 +12,626	+2%	+$136K	0.16%	142
2025 Q4	$5.55M	Buy	533,474 +390,388	+273%	+$4.09M	0.16%	139
2025 Q3	$1.52M	Sell	143,086 -212,994	-60%	-$2.24M	0.1%	179
2025 Q2	$3.72M	Sell	356,080 -368,841	-51%	-$3.76M	0.24%	108
2025 Q1	$7.35M	Sell	724,921 -56,086	-7%	-$574K	0.56%	55
2024 Q4	$7.9M	Sell	781,007 -9,841	-1%	-$105K	0.52%	60
2024 Q3	$8.79M	Buy	790,848 +1,162	+0.1%	+$12.2K	0.59%	48
2024 Q2	$7.64M	Buy	+789,686	New	+$7.52M	0.57%	55

Other funds holding VGSR

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

WCG Wealth Advisors's VGSR Position: Q2 2026 in Review

WCG Wealth Advisors increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 14% in Q2 2026, buying an estimated $879K and bringing the position to 624,753 shares worth $7.11M. The position accounts for 0.17% of the portfolio, ranked #127.

WCG Wealth Advisors first reported a position in VGSR in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.79M in Q3 2024. 86 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

WCG Wealth Advisors held 624,753 shares of Vert Global Sustainable Real Estate ETF worth $7.11M as of Q2 2026.
WCG Wealth Advisors bought 78,653 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $879K.
Vert Global Sustainable Real Estate ETF made up 0.17% of WCG Wealth Advisors's portfolio in Q2 2026, its #127 holding.
WCG Wealth Advisors first reported a position in Vert Global Sustainable Real Estate ETF in Q2 2024 and has held it in 9 quarters since.
WCG Wealth Advisors's Vert Global Sustainable Real Estate ETF position peaked at $8.79M in Q3 2024.
86 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.