Trust Company of Vermont’s Invesco Golden Dragon China ETF PGJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-250	Closed	-$8K	–	1013
2022 Q2	$8K	Buy	+250	New	+$7.06K	﹤0.01%	730
2022 Q1	–	Sell	-250	Closed	-$9K	–	627
2021 Q4	$9K	Buy	+250	New	+$10.5K	﹤0.01%	679
2021 Q3	–	Sell	-250	Closed	-$15K	–	602
2021 Q2	$15K	Hold	250	–	–	﹤0.01%	596
2021 Q1	$16K	Hold	250	–	–	﹤0.01%	581
2020 Q4	$16K	Hold	250	–	–	﹤0.01%	577
2020 Q3	$13K	Hold	250	–	–	﹤0.01%	579
2020 Q2	$12K	Hold	250	–	–	﹤0.01%	599
2020 Q1	$9K	Hold	250	–	–	﹤0.01%	671
2019 Q4	$10K	Hold	250	–	–	﹤0.01%	717
2019 Q3	$9K	Hold	250	–	–	﹤0.01%	763
2019 Q2	$9K	Hold	250	–	–	﹤0.01%	767
2019 Q1	$10K	Hold	250	–	–	﹤0.01%	714
2018 Q4	$8K	Hold	250	–	–	﹤0.01%	772
2018 Q3	$10K	Hold	250	–	–	﹤0.01%	816
2018 Q2	$12K	Hold	250	–	–	﹤0.01%	800
2018 Q1	$12K	Hold	250	–	–	﹤0.01%	731
2017 Q4	$11K	Hold	250	–	–	﹤0.01%	746
2017 Q3	$11K	Hold	250	–	–	﹤0.01%	722
2017 Q2	$9K	Hold	250	–	–	﹤0.01%	750
2017 Q1	$8K	Hold	250	–	–	﹤0.01%	745
2016 Q4	$7K	Hold	250	–	–	﹤0.01%	746
2016 Q3	$8K	Buy	+250	New	+$7.78K	﹤0.01%	695

Other funds holding PGJ

APW

Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Trust Company of Vermont's PGJ Position: Q3 2022 in Review

Trust Company of Vermont sold out of Invesco Golden Dragon China ETF (PGJ) in Q3 2022, closing a stake of 250 shares — an estimated $8K sold.

Trust Company of Vermont first reported a position in PGJ in Q3 2016 and held it in 22 quarters. The position peaked at $16K in Q1 2021. 41 funds tracked by Wall St. Rank hold PGJ as of Q3 2022.

Trust Company of Vermont reported no remaining Invesco Golden Dragon China ETF position as of Q3 2022 after selling out during the quarter.
Trust Company of Vermont sold 250 Invesco Golden Dragon China ETF shares in Q3 2022, an estimated $8K.
Trust Company of Vermont first reported a position in Invesco Golden Dragon China ETF in Q3 2016 and held it in 22 quarters.
Trust Company of Vermont's Invesco Golden Dragon China ETF position peaked at $16K in Q1 2021.
41 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q3 2022.

Based on Trust Company of Vermont's 13F filing for Q3 2022, filed 24 Oct 2022.