Trust Company of Vermont’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Trust Company of Vermont’s Portfolio FREL Stock Details FREL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,045	Closed	-$69.3K	–	840
2023 Q3	$69.3K	Hold	3,045	–	–	﹤0.01%	413
2023 Q2	$76.4K	Hold	3,045	–	–	0.01%	421
2023 Q1	$75.9K	Hold	3,045	–	–	0.01%	430
2022 Q4	$75.5K	Hold	3,045	–	–	0.01%	422
2022 Q3	$73K	Hold	3,045	–	–	0.01%	426
2022 Q2	$83K	Buy	+3,045	New	+$90.6K	0.01%	413
2022 Q1	–	Sell	-3,045	Closed	-$106K	–	465
2021 Q4	$106K	Buy	+3,045	New	+$99.2K	0.01%	389
2021 Q3	–	Sell	-3,045	Closed	-$93K	–	457
2021 Q2	$93K	Hold	3,045	–	–	0.01%	413
2021 Q1	$84K	Hold	3,045	–	–	0.01%	410
2020 Q4	$77K	Hold	3,045	–	–	0.01%	413
2020 Q3	$72K	Hold	3,045	–	–	0.01%	401
2020 Q2	$71K	Buy	+3,045	New	+$68.6K	0.01%	402

Other funds holding FREL

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

Trust Company of Vermont's FREL Position: Q4 2023 in Review

Trust Company of Vermont sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2023, closing a stake of 3,045 shares — an estimated $69.3K sold.

Trust Company of Vermont first reported a position in FREL in Q2 2020 and held it in 12 quarters. The position peaked at $106K in Q4 2021. 205 funds tracked by Wall St. Rank hold FREL as of Q4 2023.

Trust Company of Vermont reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2023 after selling out during the quarter.
Trust Company of Vermont sold 3,045 Fidelity MSCI Real Estate Index ETF shares in Q4 2023, an estimated $69.3K.
Trust Company of Vermont first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2020 and held it in 12 quarters.
Trust Company of Vermont's Fidelity MSCI Real Estate Index ETF position peaked at $106K in Q4 2021.
205 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2023.

Based on Trust Company of Vermont's 13F filing for Q4 2023, filed 8 Mar 2024.