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Trust Company of Vermont’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Trust Company of Vermont’s Portfolio ISMD Stock Details ISMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-43
Closed -$1K – 931
2022
Q3 		$1K Hold
43
– – ﹤0.01% 948
2022
Q2 		$1K Buy
+43
New +$1.33K ﹤0.01% 875
2022
Q1 		– Sell
-43
Closed -$2K – 534
2021
Q4 		$2K Buy
+43
New +$1.58K ﹤0.01% 772

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Trust Company of Vermont sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q4 2022, closing a stake of 43 shares — an estimated $1K sold.

Trust Company of Vermont first reported a position in ISMD in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 51 funds tracked by Wall St. Rank hold ISMD as of Q4 2022.

  • Trust Company of Vermont reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q4 2022 after selling out during the quarter.
  • Trust Company of Vermont sold 43 Inspire Small/Mid Cap Impact ETF shares in Q4 2022, an estimated $1K.
  • Trust Company of Vermont first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2021 and held it in 3 quarters.
  • Trust Company of Vermont's Inspire Small/Mid Cap Impact ETF position peaked at $2K in Q4 2021.
  • 51 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q4 2022.

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