Ledyard National Bank’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Buy |
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|
2025
Q1 | $310K | Sell |
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|
2024
Q4 | $315K | Sell |
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|
2024
Q3 | $326K | Sell |
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|
2024
Q2 | $314K | Sell |
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|
2024
Q1 | $315K | Sell |
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|
2023
Q4 | $295K | Sell |
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|
2023
Q3 | $276K | Sell |
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|
2023
Q2 | $288K | Buy |
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|
2023
Q1 | $281K | Buy |
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|
2022
Q4 | $272K | Sell |
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|
2022
Q3 | $261K | Buy |
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|
2022
Q2 | $263K | Sell |
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|
2022
Q1 | $296K | Buy |
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|
2021
Q4 | $300K | Buy |
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|
2021
Q3 | $265K | Sell |
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|
2021
Q2 | $277K | Sell |
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|
2021
Q1 | $285K | Sell |
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|
2020
Q4 | $291K | Buy |
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|
2020
Q3 | $259K | Buy |
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|
2020
Q2 | $231K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $207K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $144K | Hold |
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|
2018
Q3 | $157K | Sell |
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|
2018
Q2 | $191K | Hold |
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|
2018
Q1 | $186K | Sell |
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|
2017
Q4 | $200K | Hold |
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|
2017
Q3 | $190K | Hold |
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|
2017
Q2 | $186K | Sell |
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|
2017
Q1 | $223K | Hold |
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|
2016
Q4 | $212K | Sell |
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|
2016
Q3 | $216K | Hold |
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|
2016
Q2 | $220K | Hold |
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|
2016
Q1 | $209K | Hold |
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|
2015
Q4 | $199K | Sell |
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|
2015
Q3 | $190K | Sell |
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|
2015
Q2 | $247K | Sell |
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|
2015
Q1 | $306K | Sell |
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|
2014
Q4 | $354K | Sell |
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|
2014
Q3 | $343K | Sell |
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|
2014
Q2 | $779K | Buy |
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|
2014
Q1 | $588K | Buy |
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