Trust Company of Vermont’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $464K | Sell |
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|
2025
Q2 | $431K | Hold |
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|
2025
Q1 | $380K | Hold |
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|
2024
Q4 | $409K | Sell |
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|
2024
Q3 | $404K | Hold |
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|
2024
Q2 | $386K | Sell |
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|
2024
Q1 | $380K | Hold |
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|
2023
Q4 | $344K | Buy |
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|
2023
Q3 | $305K | Sell |
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|
2023
Q2 | $316K | Buy |
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|
2023
Q1 | $277K | Sell |
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|
2022
Q4 | $258K | Buy |
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|
2022
Q3 | $234K | Buy |
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|
2022
Q2 | $251K | Hold |
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|
2022
Q1 | $302K | Hold |
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|
2021
Q4 | $324K | Hold |
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|
2021
Q3 | $290K | Sell |
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|
2021
Q2 | $320K | Buy |
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|
2021
Q1 | $259K | Sell |
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|
2020
Q4 | $266K | Sell |
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|
2020
Q3 | $240K | Sell |
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|
2020
Q2 | $226K | Buy |
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|
2020
Q1 | $181K | Sell |
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|
2019
Q4 | $252K | Buy |
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|
2019
Q3 | $221K | Hold |
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|
2019
Q2 | $218K | Buy |
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|
2019
Q1 | $205K | Buy |
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|
2018
Q4 | $178K | Buy |
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|
2018
Q3 | $196K | Buy |
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|
2018
Q2 | $183K | Buy |
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|
2018
Q1 | $175K | Buy |
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|
2017
Q4 | $175K | Sell |
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|
2017
Q3 | $166K | Sell |
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|
2017
Q2 | $174K | Sell |
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|
2017
Q1 | $174K | Hold |
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|
2016
Q4 | $166K | Sell |
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|
2016
Q3 | $236K | Sell |
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|
2016
Q2 | $235K | Hold |
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|
2016
Q1 | $233K | Buy |
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|
2015
Q4 | $95K | Buy |
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|
2015
Q3 | $57K | Sell |
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|
2015
Q2 | $64K | Buy |
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|
2015
Q1 | $41K | Hold |
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|
2014
Q4 | $41K | Hold |
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|
2014
Q3 | $39K | Buy |
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|
2014
Q2 | $31K | Hold |
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|
2014
Q1 | $30K | Hold |
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|
2013
Q4 | $30K | Hold |
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|
2013
Q3 | $27K | Hold |
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|
2013
Q2 | $26K | Buy |
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