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Halpern Financial’s US Vegan Climate ETF VEGN Stock Holding History

Halpern Financial’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
Q1 		– Sell
-805
Closed -$33.8K – 245
2023
Q4 		$33.8K Hold
805
– – 0.01% 112
2023
Q3 		$30.6K Hold
805
– – 0.01% 106
2023
Q2 		$31.2K Hold
805
– – 0.01% 99
2023
Q1 		$28.2K Hold
805
– – 0.01% 98
2022
Q4 		$25.3K Hold
805
– – 0.01% 104
2022
Q3 		$24.2K Hold
805
– – 0.01% 105
2022
Q2 		$25.8K Hold
805
– – 0.01% 110
2022
Q1 		$32.1K Hold
805
– – 0.01% 114
2021
Q4 		$34.9K Hold
805
– – 0.01% 105
2021
Q3 		$31.7K Hold
805
– – 0.01% 89
2021
Q2 		$31.7K Hold
805
– – 0.01% 84
2021
Q1 		$29K Buy
+805
New +$28.6K 0.01% 77

Other funds holding VEGN

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
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
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
PAA
Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 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
HR
Howe & Rusling Rochester, New York $1.53B AUM 21.45% 1-Year Est. Return
RWA
Redmont Wealth Advisors Chicago, Illinois $66M AUM 13.09% 1-Year Est. Return

Halpern Financial's VEGN Position: Q1 2024 in Review

Halpern Financial sold out of US Vegan Climate ETF (VEGN) in Q1 2024, closing a stake of 805 shares — an estimated $33.8K sold.

Halpern Financial first reported a position in VEGN in Q1 2021 and held it in 12 quarters. The position peaked at $34.9K in Q4 2021. 27 funds tracked by Wall St. Rank hold VEGN as of Q1 2024.

  • Halpern Financial reported no remaining US Vegan Climate ETF position as of Q1 2024 after selling out during the quarter.
  • Halpern Financial sold 805 US Vegan Climate ETF shares in Q1 2024, an estimated $33.8K.
  • Halpern Financial first reported a position in US Vegan Climate ETF in Q1 2021 and held it in 12 quarters.
  • Halpern Financial's US Vegan Climate ETF position peaked at $34.9K in Q4 2021.
  • 27 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q1 2024.

Based on Halpern Financial's 13F filing for Q1 2024, filed 9 Apr 2024.