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Baldwin Wealth Partners’s US Vegan Climate ETF VEGN Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-234
Closed -$12.1K – 989
2024
Q3 		$12.1K Hold
234
– – ﹤0.01% 767
2024
Q2 		$11.3K Hold
234
– – ﹤0.01% 527
2024
Q1 		$11K Hold
234
– – ﹤0.01% 548
2023
Q4 		$10.1K Buy
+234
New +$9.32K ﹤0.01% 574

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
JAA
Joel Adams & Associates Asheville, North Carolina $135M AUM 10.83% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Baldwin Wealth Partners's VEGN Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of US Vegan Climate ETF (VEGN) in Q4 2024, closing a stake of 234 shares — an estimated $12.1K sold.

Baldwin Wealth Partners first reported a position in VEGN in Q4 2023 and held it in 4 quarters. The position peaked at $12.1K in Q3 2024. 32 funds tracked by Wall St. Rank hold VEGN as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining US Vegan Climate ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 234 US Vegan Climate ETF shares in Q4 2024, an estimated $12.1K.
  • Baldwin Wealth Partners first reported a position in US Vegan Climate ETF in Q4 2023 and held it in 4 quarters.
  • Baldwin Wealth Partners's US Vegan Climate ETF position peaked at $12.1K in Q3 2024.
  • 32 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.