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Edge Wealth Management’s US Vegan Climate ETF VEGN Stock Holding History

Edge Wealth Management’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
Q3 		– Sell
-300
Closed -$12K – 548
2021
Q2 		$12K Buy
+300
New +$11.4K ﹤0.01% 303

Other funds holding VEGN

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 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
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return

Edge Wealth Management's VEGN Position: Q3 2021 in Review

Edge Wealth Management sold out of US Vegan Climate ETF (VEGN) in Q3 2021, closing a stake of 300 shares — an estimated $12K sold.

Edge Wealth Management first reported a position in VEGN in Q2 2021 and held it in 1 quarter. The position peaked at $12K in Q2 2021. 16 funds tracked by Wall St. Rank hold VEGN as of Q3 2021.

  • Edge Wealth Management reported no remaining US Vegan Climate ETF position as of Q3 2021 after selling out during the quarter.
  • Edge Wealth Management sold 300 US Vegan Climate ETF shares in Q3 2021, an estimated $12K.
  • Edge Wealth Management first reported a position in US Vegan Climate ETF in Q2 2021 and held it in 1 quarter.
  • Edge Wealth Management's US Vegan Climate ETF position peaked at $12K in Q2 2021.
  • 16 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q3 2021.

Based on Edge Wealth Management's 13F filing for Q3 2021, filed 13 Oct 2021.