Trust Company of Vermont’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $366K | Hold |
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|
2025
Q2 | $347K | Hold |
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|
2025
Q1 | $338K | Buy |
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|
2024
Q4 | $338K | Buy |
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|
2024
Q3 | $213K | Hold |
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|
2024
Q2 | $196K | Hold |
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|
2024
Q1 | $202K | Hold |
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|
2023
Q4 | $188K | Hold |
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|
2023
Q3 | $166K | Hold |
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|
2023
Q2 | $174K | Hold |
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|
2023
Q1 | $164K | Hold |
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|
2022
Q4 | $157K | Sell |
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|
2022
Q3 | $140K | Sell |
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|
2022
Q2 | $152K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $173K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $163K | Hold |
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|
2021
Q1 | $156K | Sell |
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|
2020
Q4 | $190K | Buy |
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|
2020
Q3 | $16K | Sell |
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|
2020
Q2 | $30K | Hold |
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|
2020
Q1 | $27K | Buy |
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|
2019
Q4 | $36K | Hold |
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|
2019
Q3 | $33K | Hold |
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|
2019
Q2 | $32K | Sell |
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|
2019
Q1 | $46K | Hold |
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|
2018
Q4 | $41K | Buy |
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|
2018
Q3 | $47K | Hold |
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|
2018
Q2 | $44K | Hold |
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|
2018
Q1 | $44K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $47K | Buy |
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