Trust Company of Vermont’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.5K | Hold |
58
| – | – | ﹤0.01% | 613 |
|
|
2025
Q1 | $32.8K | Buy |
58
+9
| +18% | +$5.09K | ﹤0.01% | 589 |
|
|
2024
Q4 | $29.4K | Buy |
49
+15
| +44% | +$9K | ﹤0.01% | 610 |
|
|
2024
Q3 | $19.8K | Buy |
34
+9
| +36% | +$5.25K | ﹤0.01% | 658 |
|
|
2024
Q2 | $12K | Hold |
25
| – | – | ﹤0.01% | 674 |
|
|
2024
Q1 | $14K | Hold |
25
| – | – | ﹤0.01% | 658 |
|
|
2023
Q4 | $14.1K | Sell |
25
-12
| -32% | -$6.79K | ﹤0.01% | 589 |
|
|
2023
Q3 | $19K | Hold |
37
| – | – | ﹤0.01% | 577 |
|
|
2023
Q2 | $17.4K | Buy |
37
+10
| +37% | +$4.69K | ﹤0.01% | 606 |
|
|
2023
Q1 | $15.1K | Buy |
27
+5
| +23% | +$2.8K | ﹤0.01% | 640 |
|
|
2022
Q4 | $10.2K | Buy |
+22
| New | +$10.2K | ﹤0.01% | 686 |
|
|
2021
Q2 | – | Sell |
-8
| Closed | -$3K | – | 790 |
|
|
2021
Q1 | $3K | Buy |
+8
| New | +$3K | ﹤0.01% | 707 |
|
|
2017
Q3 | – | Sell |
-19
| Closed | -$2K | – | 966 |
|
|
2017
Q2 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 930 |
|