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

Redmont Wealth 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
2025 Q4	$260K	Hold	4,281	–	–	0.39%	49
2025 Q3	$255K	Hold	4,281	–	–	0.35%	59
2025 Q2	$240K	Hold	4,281	–	–	0.35%	59
2025 Q1	$213K	Hold	4,281	–	–	0.41%	56
2024 Q4	$230K	Hold	4,281	–	–	0.4%	60
2024 Q3	$221K	Hold	4,281	–	–	0.34%	62
2024 Q2	$207K	Hold	4,281	–	–	0.33%	67
2024 Q1	$201K	Buy	+4,281	New	+$192K	0.28%	67
2023 Q4	–	Sell	-7,781	Closed	-$296K	–	73
2023 Q3	$296K	Hold	7,781	–	–	0.52%	55
2023 Q2	$302K	Hold	7,781	–	–	0.52%	56
2023 Q1	$272K	Hold	7,781	–	–	0.55%	53
2022 Q4	$245K	Hold	7,781	–	–	0.29%	87
2022 Q3	$234K	Hold	7,781	–	–	0.3%	82
2022 Q2	$249K	Hold	7,781	–	–	0.3%	83
2022 Q1	$311K	Hold	7,781	–	–	0.33%	74
2021 Q4	$337K	Buy	+7,781	New	+$329K	0.36%	62

Other funds holding VEGN

Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return

GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JAA

Joel Adams & Associates Asheville, North Carolina $135M AUM 10.83% 1-Year Est. Return

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

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $742M AUM 14.57% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Redmont Wealth Advisors's VEGN Position: Q4 2025 in Review

Redmont Wealth Advisors held its US Vegan Climate ETF (VEGN) position steady in Q4 2025 at 4,281 shares worth $260K. The position accounts for 0.39% of the portfolio, ranked #49.

Redmont Wealth Advisors first reported a position in VEGN in Q4 2021 and has held it in 16 quarters since. The position peaked at $337K in Q4 2021. 36 funds tracked by Wall St. Rank hold VEGN as of Q4 2025.

Redmont Wealth Advisors held 4,281 shares of US Vegan Climate ETF worth $260K as of Q4 2025.
Redmont Wealth Advisors left its US Vegan Climate ETF share count unchanged in Q4 2025.
US Vegan Climate ETF made up 0.39% of Redmont Wealth Advisors's portfolio in Q4 2025, its #49 holding.
Redmont Wealth Advisors first reported a position in US Vegan Climate ETF in Q4 2021 and has held it in 16 quarters since.
Redmont Wealth Advisors's US Vegan Climate ETF position peaked at $337K in Q4 2021.
36 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.