Kingswood Wealth Advisors’s US Vegan Climate ETF VEGN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.14M	Buy	20,424 +3,400	+20%	+$190K	0.09%	237
2025 Q1	$846K	Sell	17,024 -3,530	-17%	-$176K	0.08%	284
2024 Q4	$1.1M	Buy	20,554 +225	+1%	+$12.1K	0.08%	246
2024 Q3	$1.05M	Buy	20,329 +3,750	+23%	+$194K	0.07%	281
2024 Q2	$802K	Buy	+16,579	New	+$802K	0.07%	277