Trust Company of Vermont’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $531K | Buy |
|
|||||
|
2025
Q2 | $518K | Buy |
|
|||||
|
2025
Q1 | $386K | Buy |
|
|||||
|
2024
Q4 | $335K | Sell |
|
|||||
|
2024
Q3 | $384K | Buy |
|
|||||
|
2024
Q2 | $353K | Sell |
|
|||||
|
2024
Q1 | $354K | Buy |
|
|||||
|
2023
Q4 | $330K | Buy |
|
|||||
|
2023
Q3 | $181K | Sell |
|
|||||
|
2023
Q2 | $222K | Buy |
|
|||||
|
2023
Q1 | $201K | Buy |
|
|||||
|
2022
Q4 | $198K | Sell |
|
|||||
|
2022
Q3 | $188K | Hold |
|
|||||
|
2022
Q2 | $200K | Buy |
|
|||||
|
2022
Q1 | $220K | Sell |
|
|||||
|
2021
Q4 | $232K | Buy |
|
|||||
|
2021
Q3 | $211K | Buy |
|
|||||
|
2021
Q2 | $143K | Sell |
|
|||||
|
2021
Q1 | $155K | Sell |
|
|||||
|
2020
Q4 | $171K | Buy |
|
|||||
|
2020
Q3 | $149K | Hold |
|
|||||
|
2020
Q2 | $142K | Sell |
|
|||||
|
2020
Q1 | $450K | Buy |
|
|||||
|
2019
Q4 | $530K | Buy |
|
|||||
|
2019
Q3 | $105K | Sell |
|
|||||
|
2019
Q2 | $109K | Sell |
|
|||||
|
2019
Q1 | $108K | Sell |
|
|||||
|
2018
Q4 | $101K | Sell |
|
|||||
|
2018
Q3 | $121K | Buy |
|
|||||
|
2018
Q2 | $109K | Buy |
|
|||||
|
2018
Q1 | $93K | Buy |
|
|||||
|
2017
Q4 | $81K | Buy |
|
|||||
|
2017
Q3 | $65K | Buy |
|
|||||
|
2017
Q2 | $61K | Buy |
|
|||||
|
2017
Q1 | $50K | Buy |
|