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Plante Moran Financial Advisors’s US Vegan Climate ETF VEGN Stock Holding History

Plante Moran Financial Advisors’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
Q2 		– Sell
-199
Closed -$9.33K – 892
2024
Q1 		$9.33K Buy
+199
New +$8.95K ﹤0.01% 614

Other funds holding VEGN

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 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
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

Plante Moran Financial Advisors's VEGN Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of US Vegan Climate ETF (VEGN) in Q2 2024, closing a stake of 199 shares — an estimated $9.33K sold.

Plante Moran Financial Advisors first reported a position in VEGN in Q1 2024 and held it in 1 quarter. The position peaked at $9.33K in Q1 2024. 27 funds tracked by Wall St. Rank hold VEGN as of Q2 2024.

  • Plante Moran Financial Advisors reported no remaining US Vegan Climate ETF position as of Q2 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 199 US Vegan Climate ETF shares in Q2 2024, an estimated $9.33K.
  • Plante Moran Financial Advisors first reported a position in US Vegan Climate ETF in Q1 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's US Vegan Climate ETF position peaked at $9.33K in Q1 2024.
  • 27 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.