Trust Company of Vermont’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $35.5K | Hold |
263
| – | – | ﹤0.01% | 603 |
|
2025
Q1 | $32.1K | Hold |
263
| – | – | ﹤0.01% | 597 |
|
2024
Q4 | $33.8K | Sell |
263
-40
| -13% | -$5.15K | ﹤0.01% | 589 |
|
2024
Q3 | $38.1K | Hold |
303
| – | – | ﹤0.01% | 559 |
|
2024
Q2 | $36K | Buy |
303
+143
| +89% | +$17K | ﹤0.01% | 536 |
|
2024
Q1 | $18.4K | Sell |
160
-190
| -54% | -$21.9K | ﹤0.01% | 632 |
|
2023
Q4 | $36.8K | Hold |
350
| – | – | ﹤0.01% | 474 |
|
2023
Q3 | $33K | Hold |
350
| – | – | ﹤0.01% | 501 |
|
2023
Q2 | $34.2K | Sell |
350
-277
| -44% | -$27.1K | ﹤0.01% | 525 |
|
2023
Q1 | $56.8K | Hold |
627
| – | – | ﹤0.01% | 479 |
|
2022
Q4 | $53.2K | Hold |
627
| – | – | ﹤0.01% | 474 |
|
2022
Q3 | $50K | Buy |
627
+265
| +73% | +$21.1K | ﹤0.01% | 489 |
|
2022
Q2 | $30K | Buy |
+362
| New | +$30K | ﹤0.01% | 530 |
|
2022
Q1 | – | Sell |
-362
| Closed | -$38K | – | 537 |
|
2021
Q4 | $38K | Buy |
+362
| New | +$38K | ﹤0.01% | 516 |
|
2021
Q3 | – | Sell |
-418
| Closed | -$42K | – | 516 |
|
2021
Q2 | $42K | Sell |
418
-55
| -12% | -$5.53K | ﹤0.01% | 498 |
|
2021
Q1 | $44K | Sell |
473
-19
| -4% | -$1.77K | ﹤0.01% | 481 |
|
2020
Q4 | $42K | Buy |
492
+55
| +13% | +$4.7K | ﹤0.01% | 469 |
|
2020
Q3 | $33K | Hold |
437
| – | – | ﹤0.01% | 473 |
|
2020
Q2 | $30K | Hold |
437
| – | – | ﹤0.01% | 493 |
|
2020
Q1 | $25K | Buy |
437
+350
| +402% | +$20K | ﹤0.01% | 532 |
|
2019
Q4 | $6K | Hold |
87
| – | – | ﹤0.01% | 759 |
|
2019
Q3 | $6K | Hold |
87
| – | – | ﹤0.01% | 803 |
|
2019
Q2 | $6K | Sell |
87
-50
| -36% | -$3.45K | ﹤0.01% | 809 |
|
2019
Q1 | $9K | Hold |
137
| – | – | ﹤0.01% | 726 |
|
2018
Q4 | $8K | Hold |
137
| – | – | ﹤0.01% | 768 |
|
2018
Q3 | $9K | Sell |
137
-28
| -17% | -$1.84K | ﹤0.01% | 829 |
|
2018
Q2 | $10K | Sell |
165
-59
| -26% | -$3.58K | ﹤0.01% | 828 |
|
2018
Q1 | $14K | Hold |
224
| – | – | ﹤0.01% | 700 |
|
2017
Q4 | $14K | Buy |
+224
| New | +$14K | ﹤0.01% | 710 |
|