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Coppell Advisory Solutions’s US Vegan Climate ETF VEGN Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-267
Closed -$14.5K – 1805
2024
Q4 		$14.5K Hold
267
– – ﹤0.01% 985
2024
Q3 		$13.8K Hold
267
– – ﹤0.01% 990
2024
Q2 		$12.9K Buy
+267
New +$12.3K ﹤0.01% 943
2023
Q4 		$11.5K Sell
267
-6
-2% -$239 ﹤0.01% 906
2023
Q3 		$8.58K Buy
273
+3
+1% +$118 ﹤0.01% 629
2023
Q2 		$10.3K Buy
+270
New +$9.65K ﹤0.01% 680
2023
Q1 		– Sell
-273
Closed -$8.58K – 1049
2022
Q4 		$8.58K Buy
+273
New +$8.7K ﹤0.01% 637

Other funds holding VEGN

NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Coppell Advisory Solutions's VEGN Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of US Vegan Climate ETF (VEGN) in Q1 2025, closing a stake of 267 shares — an estimated $14.5K sold.

Coppell Advisory Solutions first reported a position in VEGN in Q4 2022 and held it in 7 quarters. The position peaked at $14.5K in Q4 2024. 32 funds tracked by Wall St. Rank hold VEGN as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining US Vegan Climate ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 267 US Vegan Climate ETF shares in Q1 2025, an estimated $14.5K.
  • Coppell Advisory Solutions first reported a position in US Vegan Climate ETF in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's US Vegan Climate ETF position peaked at $14.5K in Q4 2024.
  • 32 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.