Altus Wealth Group’s US Vegan Climate ETF VEGN Stock Holding History

Altus Wealth Group’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 Q1	–	Sell	-72	Closed	-$2K	–	737
2020 Q4	$2K	Buy	+72	New	+$2.33K	﹤0.01%	758

Other funds holding VEGN

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ACM

Axel Capital Management New York $47.4M AUM 2.75% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Altus Wealth Group's VEGN Position: Q1 2021 in Review

Altus Wealth Group sold out of US Vegan Climate ETF (VEGN) in Q1 2021, closing a stake of 72 shares — an estimated $2K sold.

Altus Wealth Group first reported a position in VEGN in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 12 funds tracked by Wall St. Rank hold VEGN as of Q1 2021.

Altus Wealth Group reported no remaining US Vegan Climate ETF position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 72 US Vegan Climate ETF shares in Q1 2021, an estimated $2K.
Altus Wealth Group first reported a position in US Vegan Climate ETF in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's US Vegan Climate ETF position peaked at $2K in Q4 2020.
12 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.