Trust Company of Vermont’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.25M | Buy |
6,161
+22
| +0.4% | +$11.6K | 0.15% | 112 |
|
|
2025
Q1 | $3.12M | Buy |
6,139
+110
| +2% | +$55.9K | 0.16% | 111 |
|
|
2024
Q4 | $3M | Sell |
6,029
-237
| -4% | -$118K | 0.15% | 115 |
|
|
2024
Q3 | $3.24M | Buy |
6,266
+106
| +2% | +$54.8K | 0.16% | 110 |
|
|
2024
Q2 | $2.75M | Sell |
6,160
-12
| -0.2% | -$5.35K | 0.15% | 112 |
|
|
2024
Q1 | $2.63M | Buy |
6,172
+428
| +7% | +$182K | 0.15% | 120 |
|
|
2023
Q4 | $2.53M | Sell |
5,744
-295
| -5% | -$130K | 0.17% | 113 |
|
|
2023
Q3 | $2.21M | Sell |
6,039
-158
| -3% | -$57.7K | 0.15% | 121 |
|
|
2023
Q2 | $2.48M | Buy |
6,197
+578
| +10% | +$232K | 0.16% | 125 |
|
|
2023
Q1 | $1.94M | Sell |
5,619
-145
| -3% | -$50K | 0.14% | 135 |
|
|
2022
Q4 | $1.93M | Buy |
5,764
+41
| +0.7% | +$13.7K | 0.14% | 134 |
|
|
2022
Q3 | $1.75M | Sell |
5,723
-95
| -2% | -$29K | 0.14% | 135 |
|
|
2022
Q2 | $1.96M | Sell |
5,818
-37
| -0.6% | -$12.5K | 0.15% | 128 |
|
|
2022
Q1 | $2.4M | Buy |
5,855
+317
| +6% | +$130K | 0.16% | 124 |
|
|
2021
Q4 | $2.61M | Buy |
5,538
+61
| +1% | +$28.8K | 0.16% | 122 |
|
|
2021
Q3 | $2.33M | Buy |
5,477
+94
| +2% | +$39.9K | 0.17% | 123 |
|
|
2021
Q2 | $2.21M | Buy |
5,383
+30
| +0.6% | +$12.3K | 0.15% | 128 |
|
|
2021
Q1 | $1.89M | Buy |
5,353
+145
| +3% | +$51.2K | 0.14% | 135 |
|
|
2020
Q4 | $1.71M | Buy |
5,208
+396
| +8% | +$130K | 0.14% | 133 |
|
|
2020
Q3 | $1.74M | Buy |
4,812
+1,512
| +46% | +$545K | 0.16% | 118 |
|
|
2020
Q2 | $1.09M | Sell |
3,300
-1,055
| -24% | -$348K | 0.11% | 147 |
|
|
2020
Q1 | $1.07M | Buy |
4,355
+43
| +1% | +$10.5K | 0.1% | 151 |
|
|
2019
Q4 | $1.18M | Buy |
4,312
+159
| +4% | +$43.4K | 0.09% | 159 |
|
|
2019
Q3 | $1.02M | Buy |
4,153
+269
| +7% | +$65.9K | 0.08% | 167 |
|
|
2019
Q2 | $885K | Sell |
3,884
-19
| -0.5% | -$4.33K | 0.07% | 180 |
|
|
2019
Q1 | $822K | Buy |
3,903
+82
| +2% | +$17.3K | 0.07% | 184 |
|
|
2018
Q4 | $649K | Sell |
3,821
-209
| -5% | -$35.5K | 0.06% | 193 |
|
|
2018
Q3 | $787K | Buy |
4,030
+244
| +6% | +$47.7K | 0.07% | 189 |
|
|
2018
Q2 | $772K | Buy |
3,786
+388
| +11% | +$79.1K | 0.07% | 189 |
|
|
2018
Q1 | $649K | Hold |
3,398
| – | – | 0.06% | 202 |
|
|
2017
Q4 | $575K | Hold |
3,398
| – | – | 0.05% | 208 |
|
|
2017
Q3 | $531K | Hold |
3,398
| – | – | 0.05% | 215 |
|
|
2017
Q2 | $496K | Sell |
3,398
-22
| -0.6% | -$3.21K | 0.05% | 223 |
|
|
2017
Q1 | $448K | Buy |
3,420
+210
| +7% | +$27.5K | 0.05% | 222 |
|
|
2016
Q4 | $345K | Buy |
3,210
+500
| +18% | +$53.7K | 0.04% | 244 |
|
|
2016
Q3 | $342K | Buy |
2,710
+770
| +40% | +$97.2K | 0.04% | 210 |
|
|
2016
Q2 | $208K | Buy |
+1,940
| New | +$208K | 0.03% | 256 |
|