TCOV
UFOX

Trust Company of Vermont’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Trust Company of Vermont’s Portfolio UFOX Stock Details UFOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-39
Closed -$1K – 802
2021
Q1 		$1K Sell
39
-10
-20% -$351 ﹤0.01% 754
2020
Q4 		$2K Sell
49
-18
-27% -$562 ﹤0.01% 728
2020
Q3 		$2K Buy
+67
New +$1.92K ﹤0.01% 715

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

Trust Company of Vermont's UFOX Position: Q2 2021 in Review

Trust Company of Vermont sold out of Defiance Space and Connective Tech ETF (UFOX) in Q2 2021, closing a stake of 39 shares — an estimated $1K sold.

Trust Company of Vermont first reported a position in UFOX in Q3 2020 and held it in 3 quarters. The position peaked at $2K in Q4 2020. 197 funds tracked by Wall St. Rank hold UFOX as of Q2 2021.

  • Trust Company of Vermont reported no remaining Defiance Space and Connective Tech ETF position as of Q2 2021 after selling out during the quarter.
  • Trust Company of Vermont sold 39 Defiance Space and Connective Tech ETF shares in Q2 2021, an estimated $1K.
  • Trust Company of Vermont first reported a position in Defiance Space and Connective Tech ETF in Q3 2020 and held it in 3 quarters.
  • Trust Company of Vermont's Defiance Space and Connective Tech ETF position peaked at $2K in Q4 2020.
  • 197 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2021.

Based on Trust Company of Vermont's 13F filing for Q2 2021, filed 15 Jul 2021.