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Advisornet Financial’s US Vegan Climate ETF VEGN Stock Holding History

Advisornet Financial’s Portfolio VEGN Stock Details VEGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-26
Closed -$1K – 2150
2021
Q3 		$1K Hold
26
– – ﹤0.01% 1845
2021
Q2 		$1K Buy
+26
New +$987 ﹤0.01% 1774

Other funds holding VEGN

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
RWA
Redmont Wealth Advisors Chicago, Illinois $66M AUM 13.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $1.67B AUM 13.9% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return

Advisornet Financial's VEGN Position: Q4 2021 in Review

Advisornet Financial sold out of US Vegan Climate ETF (VEGN) in Q4 2021, closing a stake of 26 shares — an estimated $1K sold.

Advisornet Financial first reported a position in VEGN in Q2 2021 and held it in 2 quarters. The position peaked at $1K in Q3 2021. 19 funds tracked by Wall St. Rank hold VEGN as of Q4 2021.

  • Advisornet Financial reported no remaining US Vegan Climate ETF position as of Q4 2021 after selling out during the quarter.
  • Advisornet Financial sold 26 US Vegan Climate ETF shares in Q4 2021, an estimated $1K.
  • Advisornet Financial first reported a position in US Vegan Climate ETF in Q2 2021 and held it in 2 quarters.
  • Advisornet Financial's US Vegan Climate ETF position peaked at $1K in Q3 2021.
  • 19 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q4 2021.

Based on Advisornet Financial's 13F filing for Q4 2021, filed 19 Jan 2022.