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

SOA 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
2026 Q2	$82.3K	Hold	1,000	–	–	0.01%	309
2026 Q1	$56.5K	Hold	1,000	–	–	0.01%	343
2025 Q4	$60.8K	Hold	1,000	–	–	0.01%	340
2025 Q3	$59.5K	Hold	1,000	–	–	0.01%	352
2025 Q2	$56K	Hold	1,000	–	–	0.01%	352
2025 Q1	$49.7K	Hold	1,000	–	–	0.01%	346
2024 Q4	$53.8K	Hold	1,000	–	–	0.01%	317
2024 Q3	$51.6K	Hold	1,000	–	–	0.01%	316
2024 Q2	$48.4K	Hold	1,000	–	–	0.01%	311
2024 Q1	$46.9K	Hold	1,000	–	–	0.01%	315
2023 Q4	$43.1K	Hold	1,000	–	–	0.01%	315
2023 Q3	$38.1K	Hold	1,000	–	–	0.01%	321
2023 Q2	$38.8K	Hold	1,000	–	–	0.01%	325
2023 Q1	$35K	Hold	1,000	–	–	0.01%	329
2022 Q4	$31.4K	Hold	1,000	–	–	0.01%	340
2022 Q3	$30K	Hold	1,000	–	–	0.01%	326
2022 Q2	$32K	Hold	1,000	–	–	0.01%	314
2022 Q1	$39K	Hold	1,000	–	–	0.01%	343
2021 Q4	$43K	Hold	1,000	–	–	0.01%	317
2021 Q3	$39K	Hold	1,000	–	–	0.01%	339
2021 Q2	$39K	Hold	1,000	–	–	0.01%	345
2021 Q1	$36K	Hold	1,000	–	–	0.01%	310
2020 Q4	$36K	Buy	+1,000	New	+$32.3K	0.01%	308

Other funds holding VEGN

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

CCT

Capital City Trust Tallahassee, Florida $482M AUM 21.95% 1-Year Est. Return

GAM Holding Zurich, Switzerland $1.31B AUM 35.17% 1-Year Est. Return

SFS

Sunrise Financial Services Burien, Washington $168M AUM

JAA

Joel Adams & Associates Asheville, North Carolina $156M AUM 15.16% 1-Year Est. Return

MMA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

SOA Wealth Advisors's VEGN Position: Q2 2026 in Review

SOA Wealth Advisors held its US Vegan Climate ETF (VEGN) position steady in Q2 2026 at 1,000 shares worth $82.3K. The position accounts for 0.01% of the portfolio, ranked #309.

SOA Wealth Advisors first reported a position in VEGN in Q4 2020 and has held it in 23 quarters since. 47 funds tracked by Wall St. Rank hold VEGN as of Q2 2026.

SOA Wealth Advisors held 1,000 shares of US Vegan Climate ETF worth $82.3K as of Q2 2026.
SOA Wealth Advisors left its US Vegan Climate ETF share count unchanged in Q2 2026.
US Vegan Climate ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #309 holding.
SOA Wealth Advisors first reported a position in US Vegan Climate ETF in Q4 2020 and has held it in 23 quarters since.
47 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.