Number of Shares
1.35 Mil
Current Holdings Value*
$14.17 Mil
% of Portfolio
2.09%
Total Estimate Gain
$1.00 Mil
% of Total Estimate Gain
7.61%

First Pacific Financial's Vert Global Sustainable Real Estate ETF Holding Summary

As of 2025-06-30, First Pacific Financial held 1.35 Mil shares of Vert Global Sustainable Real Estate ETF(VGSR), totaling $14.17 Mil. This investment constitutes 2.09% of their stock portfolio, and First Pacific Financial now holds 3.38% of the outstanding Vert Global Sustainable Real Estate ETF(VGSR) stock.

The initial trade took place in 2024Q1. And since then First Pacific Financial has made 6 purchases of VGSR, at an average price of $9.73, for a total of 1.35 Mil shares. Based on historical transaction data and VGSR's current price of $10.47, First Pacific Financial's estimated gain on his VGSR holdings is $1.00 Mil, reflecting a 7.61% gain to date.

First Pacific Financial VGSR ($10.47) Holding Chart

First Pacific Financial 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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