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Spire Wealth Management’s US Vegan Climate ETF VEGN Stock Holding History

Spire Wealth Management’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
-504
Closed -$23.6K – 2397
2024
Q1 		$23.6K Hold
504
– – ﹤0.01% 1461
2023
Q4 		$22.2K Buy
504
+2
+0.4% +$80 ﹤0.01% 1492
2023
Q3 		$19.1K Hold
502
– – ﹤0.01% 1523
2023
Q2 		$19.5K Buy
+502
New +$17.9K ﹤0.01% 1599

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

Spire Wealth Management's VEGN Position: Q2 2024 in Review

Spire Wealth Management sold out of US Vegan Climate ETF (VEGN) in Q2 2024, closing a stake of 504 shares — an estimated $23.6K sold.

Spire Wealth Management first reported a position in VEGN in Q2 2023 and held it in 4 quarters. The position peaked at $23.6K in Q1 2024. 27 funds tracked by Wall St. Rank hold VEGN as of Q2 2024.

  • Spire Wealth Management reported no remaining US Vegan Climate ETF position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 504 US Vegan Climate ETF shares in Q2 2024, an estimated $23.6K.
  • Spire Wealth Management first reported a position in US Vegan Climate ETF in Q2 2023 and held it in 4 quarters.
  • Spire Wealth Management's US Vegan Climate ETF position peaked at $23.6K in Q1 2024.
  • 27 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.