Lowe Wealth Advisors’s iShares MSCI Agriculture Producers ETF VEGI Stock Holding History

Lowe Wealth Advisors’s Portfolio VEGI Stock Details VEGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-96	Closed	-$3.79K	–	360
2023 Q2	$3.79K	Hold	96	–	–	﹤0.01%	279
2023 Q1	$4.04K	Hold	96	–	–	﹤0.01%	265
2022 Q4	$4.11K	Hold	96	–	–	﹤0.01%	267
2022 Q3	$4K	Hold	96	–	–	﹤0.01%	263
2022 Q2	$4K	Hold	96	–	–	﹤0.01%	249
2022 Q1	$5K	Hold	96	–	–	﹤0.01%	247
2021 Q4	$4K	Hold	96	–	–	﹤0.01%	245
2021 Q3	$4K	Hold	96	–	–	﹤0.01%	236
2021 Q2	$4K	Hold	96	–	–	﹤0.01%	228
2021 Q1	$4K	Hold	96	–	–	﹤0.01%	224
2020 Q4	$3K	Hold	96	–	–	﹤0.01%	230
2020 Q3	$3K	Hold	96	–	–	﹤0.01%	226
2020 Q2	$2K	Hold	96	–	–	﹤0.01%	234
2020 Q1	$2K	Hold	96	–	–	﹤0.01%	249
2019 Q4	$3K	Hold	96	–	–	﹤0.01%	231
2019 Q3	$3K	Hold	96	–	–	﹤0.01%	223
2019 Q2	$3K	Hold	96	–	–	﹤0.01%	239
2019 Q1	$2K	Hold	96	–	–	﹤0.01%	235
2018 Q4	$2K	Hold	96	–	–	﹤0.01%	221
2018 Q3	$3K	Hold	96	–	–	﹤0.01%	247
2018 Q2	$3K	Hold	96	–	–	﹤0.01%	192
2018 Q1	$3K	Hold	96	–	–	﹤0.01%	200
2017 Q4	$3K	Hold	96	–	–	﹤0.01%	209
2017 Q3	$3K	Hold	96	–	–	﹤0.01%	202
2017 Q2	$3K	Hold	96	–	–	﹤0.01%	179
2017 Q1	$3K	Hold	96	–	–	﹤0.01%	178
2016 Q4	$2K	Hold	96	–	–	﹤0.01%	197
2016 Q3	$2K	Hold	96	–	–	﹤0.01%	207
2016 Q2	$2K	Hold	96	–	–	﹤0.01%	208
2016 Q1	$2K	Hold	96	–	–	﹤0.01%	189
2015 Q4	$2K	Hold	96	–	–	﹤0.01%	200
2015 Q3	$2K	Hold	96	–	–	﹤0.01%	198
2015 Q2	$3K	Hold	96	–	–	﹤0.01%	185
2015 Q1	$2K	Hold	96	–	–	﹤0.01%	197
2014 Q4	$3K	Buy	+96	New	+$2.54K	﹤0.01%	169

Other funds holding VEGI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Lowe Wealth Advisors's VEGI Position: Q3 2023 in Review

Lowe Wealth Advisors sold out of iShares MSCI Agriculture Producers ETF (VEGI) in Q3 2023, closing a stake of 96 shares — an estimated $3.79K sold.

Lowe Wealth Advisors first reported a position in VEGI in Q4 2014 and held it in 35 quarters. The position peaked at $5K in Q1 2022. 58 funds tracked by Wall St. Rank hold VEGI as of Q3 2023.

Lowe Wealth Advisors reported no remaining iShares MSCI Agriculture Producers ETF position as of Q3 2023 after selling out during the quarter.
Lowe Wealth Advisors sold 96 iShares MSCI Agriculture Producers ETF shares in Q3 2023, an estimated $3.79K.
Lowe Wealth Advisors first reported a position in iShares MSCI Agriculture Producers ETF in Q4 2014 and held it in 35 quarters.
Lowe Wealth Advisors's iShares MSCI Agriculture Producers ETF position peaked at $5K in Q1 2022.
58 funds tracked by Wall St. Rank held iShares MSCI Agriculture Producers ETF as of Q3 2023.

Based on Lowe Wealth Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.