Abacus Wealth Partners, LLC VGSR Holdings History
Abacus Wealth Partners, LLC's Vert Global Sustainable Real Estate ETF Holding Summary
As of 2025-06-30, Abacus Wealth Partners, LLC held 12.41 Mil shares of Vert Global Sustainable Real Estate ETF(VGSR), totaling $129.84 Mil. This investment constitutes 19.81% of their stock portfolio, and Abacus Wealth Partners, LLC now holds 31.73% of the outstanding Vert Global Sustainable Real Estate ETF(VGSR) stock.
The initial trade took place in 2023Q4. And since then Abacus Wealth Partners, LLC has made 5 purchases of VGSR, at an average price of $9.91, for a total of 15.81 Mil shares. In addition, there have been 2 sales at an average price of $10.22 for 3.40 Mil shares. Based on historical transaction data and VGSR's current price of $10.47, Abacus Wealth Partners, LLC's estimated gain on his VGSR holdings is $8.04 Mil, reflecting a 5.13% gain to date.
Abacus Wealth Partners, LLC VGSR ($10.47) Holding Chart
Abacus Wealth Partners, LLC VGSR ($10.47) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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