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

MMA

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

AFG

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

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

FCT

First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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. 8 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.
8 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.