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Trust Company of Vermont’s iShares US Equity Factor ETF LRGF Stock Holding History

Trust Company of Vermont’s Portfolio LRGF Stock Details LRGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-92
Closed -$5.12K – 1089
2024
Q2 		$5.12K Buy
+92
New +$4.94K ﹤0.01% 751
2019
Q3 		– Sell
-690
Closed -$22K – 1013
2019
Q2 		$22K Buy
+690
New +$21.5K ﹤0.01% 611

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Trust Company of Vermont's LRGF Position: Q3 2024 in Review

Trust Company of Vermont sold out of iShares US Equity Factor ETF (LRGF) in Q3 2024, closing a stake of 92 shares — an estimated $5.12K sold.

Trust Company of Vermont first reported a position in LRGF in Q2 2019 and held it in 2 quarters. The position peaked at $22K in Q2 2019. 191 funds tracked by Wall St. Rank hold LRGF as of Q3 2024.

  • Trust Company of Vermont reported no remaining iShares US Equity Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Trust Company of Vermont sold 92 iShares US Equity Factor ETF shares in Q3 2024, an estimated $5.12K.
  • Trust Company of Vermont first reported a position in iShares US Equity Factor ETF in Q2 2019 and held it in 2 quarters.
  • Trust Company of Vermont's iShares US Equity Factor ETF position peaked at $22K in Q2 2019.
  • 191 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2024.

Based on Trust Company of Vermont's 13F filing for Q3 2024, filed 16 Oct 2024.