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Trust Company of Vermont’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Trust Company of Vermont’s Portfolio CFA Stock Details CFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-4,050
Closed -$214K – 922
2019
Q3 		$214K Buy
+4,050
New +$213K 0.02% 305

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Bank of America
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Trust Company of Vermont's CFA Position: Q4 2019 in Review

Trust Company of Vermont sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q4 2019, closing a stake of 4,050 shares — an estimated $214K sold.

Trust Company of Vermont first reported a position in CFA in Q3 2019 and held it in 1 quarter. The position peaked at $214K in Q3 2019. 63 funds tracked by Wall St. Rank hold CFA as of Q4 2019.

  • Trust Company of Vermont reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q4 2019 after selling out during the quarter.
  • Trust Company of Vermont sold 4,050 VictoryShares US 500 Volatility Wtd ETF shares in Q4 2019, an estimated $214K.
  • Trust Company of Vermont first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q3 2019 and held it in 1 quarter.
  • Trust Company of Vermont's VictoryShares US 500 Volatility Wtd ETF position peaked at $214K in Q3 2019.
  • 63 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q4 2019.

Based on Trust Company of Vermont's 13F filing for Q4 2019, filed 6 Feb 2020.