Trust Company of Vermont’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-94	Closed	-$3K	–	985
2022 Q3	$3K	Hold	94	–	–	﹤0.01%	902
2022 Q2	$3K	Buy	+94	New	+$3.18K	﹤0.01%	840
2022 Q1	–	Sell	-94	Closed	-$4K	–	697
2021 Q4	$4K	Buy	+94	New	+$3.48K	﹤0.01%	740
2021 Q3	–	Sell	-64	Closed	-$2K	–	671
2021 Q2	$2K	Buy	64 +27	+73%	+$930	﹤0.01%	754
2021 Q1	$1K	Hold	37	–	–	﹤0.01%	750
2020 Q4	$1K	Hold	37	–	–	﹤0.01%	746
2020 Q3	$1K	Buy	37 +19	+106%	+$502	﹤0.01%	739
2020 Q2	$0	Hold	18	–	–	﹤0.01%	870
2020 Q1	$0	Buy	+18	New	+$457	﹤0.01%	947

Other funds holding TPLC

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

HIF

Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return

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

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

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

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

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

Trust Company of Vermont sold out of Timothy Plan US Large/Mid Cap Core ETF (TPLC) in Q4 2022, closing a stake of 94 shares — an estimated $3K sold.

Trust Company of Vermont first reported a position in TPLC in Q1 2020 and held it in 9 quarters. The position peaked at $4K in Q4 2021. 52 funds tracked by Wall St. Rank hold TPLC as of Q4 2022.

Trust Company of Vermont reported no remaining Timothy Plan US Large/Mid Cap Core ETF position as of Q4 2022 after selling out during the quarter.
Trust Company of Vermont sold 94 Timothy Plan US Large/Mid Cap Core ETF shares in Q4 2022, an estimated $3K.
Trust Company of Vermont first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q1 2020 and held it in 9 quarters.
Trust Company of Vermont's Timothy Plan US Large/Mid Cap Core ETF position peaked at $4K in Q4 2021.
52 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q4 2022.

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