Trust Company of Vermont’s Timothy Plan High Dividend Stock ETF TPHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-123	Closed	-$3K	–	984
2022 Q3	$3K	Hold	123	–	–	﹤0.01%	901
2022 Q2	$4K	Buy	+123	New	+$3.92K	﹤0.01%	816
2022 Q1	–	Sell	-123	Closed	-$4K	–	696
2021 Q4	$4K	Buy	+123	New	+$3.83K	﹤0.01%	739
2021 Q3	–	Sell	-72	Closed	-$2K	–	670
2021 Q2	$2K	Buy	72 +31	+76%	+$932	﹤0.01%	753
2021 Q1	$1K	Hold	41	–	–	﹤0.01%	749
2020 Q4	$1K	Hold	41	–	–	﹤0.01%	745
2020 Q3	$1K	Buy	41 +22	+116%	+$505	﹤0.01%	738
2020 Q2	$0	Hold	19	–	–	﹤0.01%	869
2020 Q1	$0	Buy	+19	New	+$463	﹤0.01%	946

Other funds holding TPHD

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

FAM

Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OWM

OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Trust Company of Vermont's TPHD Position: Q4 2022 in Review

Trust Company of Vermont sold out of Timothy Plan High Dividend Stock ETF (TPHD) in Q4 2022, closing a stake of 123 shares — an estimated $3K sold.

Trust Company of Vermont first reported a position in TPHD in Q1 2020 and held it in 9 quarters. The position peaked at $4K in Q2 2022. 53 funds tracked by Wall St. Rank hold TPHD as of Q4 2022.

Trust Company of Vermont reported no remaining Timothy Plan High Dividend Stock ETF position as of Q4 2022 after selling out during the quarter.
Trust Company of Vermont sold 123 Timothy Plan High Dividend Stock ETF shares in Q4 2022, an estimated $3K.
Trust Company of Vermont first reported a position in Timothy Plan High Dividend Stock ETF in Q1 2020 and held it in 9 quarters.
Trust Company of Vermont's Timothy Plan High Dividend Stock ETF position peaked at $4K in Q2 2022.
53 funds tracked by Wall St. Rank held Timothy Plan High Dividend Stock ETF as of Q4 2022.

Based on Trust Company of Vermont's 13F filing for Q4 2022, filed 9 Feb 2023.