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 Q3	$79.1K	Hold	1,000	–	–	0.01%	317
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 $471M AUM 21.91% 1-Year Est. Return

Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

GAM Holding Zurich, Switzerland $1.2B AUM 28.08% 1-Year Est. Return

Capital City Trust Tallahassee, Florida $484M AUM 16.43% 1-Year Est. Return

Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return

Joel Adams & Associates Asheville, North Carolina $158M AUM 8.2% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

SOA Wealth Advisors's VEGN Position: Q3 2026 in Review

SOA Wealth Advisors held its US Vegan Climate ETF (VEGN) position steady in Q3 2026 at 1,000 shares worth $79.1K. The position accounts for 0.01% of the portfolio, ranked #317.

SOA Wealth Advisors first reported a position in VEGN in Q4 2020 and has held it in 24 quarters since. The position peaked at $82.3K in Q2 2026. 40 funds tracked by Wall St. Rank hold VEGN as of Q3 2026.

SOA Wealth Advisors held 1,000 shares of US Vegan Climate ETF worth $79.1K as of Q3 2026.
SOA Wealth Advisors left its US Vegan Climate ETF share count unchanged in Q3 2026.
US Vegan Climate ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q3 2026, its #317 holding.
SOA Wealth Advisors first reported a position in US Vegan Climate ETF in Q4 2020 and has held it in 24 quarters since.
SOA Wealth Advisors's US Vegan Climate ETF position peaked at $82.3K in Q2 2026.
40 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.