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FormulaFolio Investments’s US Vegan Climate ETF VEGN Stock Holding History

FormulaFolio Investments’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
Q2 		$1K Hold
22
– – ﹤0.01% 490
2021
Q1 		$1K Buy
+22
New +$782 ﹤0.01% 460

Other funds holding VEGN

Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

FormulaFolio Investments's VEGN Position: Q2 2021 in Review

FormulaFolio Investments held its US Vegan Climate ETF (VEGN) position steady in Q2 2021 at 22 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

FormulaFolio Investments first reported a position in VEGN in Q1 2021 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold VEGN as of Q2 2021.

  • FormulaFolio Investments held 22 shares of US Vegan Climate ETF worth $1K as of Q2 2021.
  • FormulaFolio Investments left its US Vegan Climate ETF share count unchanged in Q2 2021.
  • US Vegan Climate ETF made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #490 holding.
  • FormulaFolio Investments first reported a position in US Vegan Climate ETF in Q1 2021 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.