Trust Company of Vermont’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-500	Closed	-$21.8K	–	1095
2024 Q3	$21.8K	Hold	500	–	–	﹤0.01%	643
2024 Q2	$19.4K	Hold	500	–	–	﹤0.01%	614
2024 Q1	$22.6K	Hold	500	–	–	﹤0.01%	605
2023 Q4	$25.5K	Hold	500	–	–	﹤0.01%	517
2023 Q3	$27.6K	Sell	500 -200	-29%	-$12.2K	﹤0.01%	530
2023 Q2	$45.5K	Hold	700	–	–	﹤0.01%	493
2023 Q1	$44.5K	Hold	700	–	–	﹤0.01%	509
2022 Q4	$41K	Sell	700 -7	-1%	-$468	﹤0.01%	507
2022 Q3	$46K	Buy	707 +656	+1,286%	+$48.7K	﹤0.01%	501
2022 Q2	$4K	Buy	+51	New	+$3.63K	﹤0.01%	808
2019 Q2	–	Sell	-1,140	Closed	-$32K	–	1035
2019 Q1	$32K	Hold	1,140	–	–	﹤0.01%	538
2018 Q4	$31K	Hold	1,140	–	–	﹤0.01%	537
2018 Q3	$38K	Hold	1,140	–	–	﹤0.01%	558
2018 Q2	$37K	Hold	1,140	–	–	﹤0.01%	576
2018 Q1	$38K	Hold	1,140	–	–	﹤0.01%	547
2017 Q4	$44K	Hold	1,140	–	–	﹤0.01%	533
2017 Q3	$43K	Hold	1,140	–	–	﹤0.01%	522
2017 Q2	$33K	Buy	+1,140	New	+$33.1K	﹤0.01%	572

Other funds holding LIT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Trust Company of Vermont's LIT Position: Q4 2024 in Review

Trust Company of Vermont sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2024, closing a stake of 500 shares — an estimated $21.8K sold.

Trust Company of Vermont first reported a position in LIT in Q2 2017 and held it in 18 quarters. The position peaked at $46K in Q3 2022. 268 funds tracked by Wall St. Rank hold LIT as of Q4 2024.

Trust Company of Vermont reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2024 after selling out during the quarter.
Trust Company of Vermont sold 500 Global X Lithium & Battery Tech ETF shares in Q4 2024, an estimated $21.8K.
Trust Company of Vermont first reported a position in Global X Lithium & Battery Tech ETF in Q2 2017 and held it in 18 quarters.
Trust Company of Vermont's Global X Lithium & Battery Tech ETF position peaked at $46K in Q3 2022.
268 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2024.

Based on Trust Company of Vermont's 13F filing for Q4 2024, filed 15 Jan 2025.