Trust Company of Vermont’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.75M | Buy |
9,827
+1,269
| +15% | +$355K | 0.13% | 121 |
|
2025
Q1 | $2.21M | Buy |
8,558
+244
| +3% | +$63.1K | 0.11% | 126 |
|
2024
Q4 | $2.2M | Buy |
8,314
+1,109
| +15% | +$293K | 0.11% | 132 |
|
2024
Q3 | $1.9M | Buy |
7,205
+1,022
| +17% | +$270K | 0.1% | 139 |
|
2024
Q2 | $1.5M | Buy |
6,183
+468
| +8% | +$113K | 0.08% | 145 |
|
2024
Q1 | $1.43M | Buy |
5,715
+450
| +9% | +$112K | 0.08% | 154 |
|
2023
Q4 | $1.22M | Buy |
5,265
+224
| +4% | +$52.1K | 0.08% | 152 |
|
2023
Q3 | $1.05M | Buy |
5,041
+124
| +3% | +$25.8K | 0.07% | 167 |
|
2023
Q2 | $1.08M | Buy |
4,917
+214
| +5% | +$47.1K | 0.07% | 174 |
|
2023
Q1 | $992K | Buy |
4,703
+20
| +0.4% | +$4.22K | 0.07% | 180 |
|
2022
Q4 | $954K | Sell |
4,683
-137
| -3% | -$27.9K | 0.07% | 181 |
|
2022
Q3 | $906K | Buy |
4,820
+1,000
| +26% | +$188K | 0.07% | 172 |
|
2022
Q2 | $753K | Buy |
3,820
+60
| +2% | +$11.8K | 0.06% | 183 |
|
2022
Q1 | $894K | Buy |
3,760
+113
| +3% | +$26.9K | 0.06% | 174 |
|
2021
Q4 | $929K | Buy |
3,647
+150
| +4% | +$38.2K | 0.06% | 178 |
|
2021
Q3 | $828K | Sell |
3,497
-1
| -0% | -$237 | 0.06% | 178 |
|
2021
Q2 | $831K | Buy |
3,498
+200
| +6% | +$47.5K | 0.06% | 179 |
|
2021
Q1 | $730K | Buy |
3,298
+544
| +20% | +$120K | 0.05% | 190 |
|
2020
Q4 | $569K | Buy |
2,754
+384
| +16% | +$79.3K | 0.05% | 196 |
|
2020
Q3 | $418K | Hold |
2,370
| – | – | 0.04% | 212 |
|
2020
Q2 | $388K | Buy |
2,370
+81
| +4% | +$13.3K | 0.04% | 214 |
|
2020
Q1 | $301K | Buy |
2,289
+94
| +4% | +$12.4K | 0.03% | 237 |
|
2019
Q4 | $391K | Buy |
2,195
+276
| +14% | +$49.2K | 0.03% | 247 |
|
2019
Q3 | $322K | Buy |
1,919
+250
| +15% | +$41.9K | 0.03% | 260 |
|
2019
Q2 | $279K | Buy |
1,669
+1,009
| +153% | +$169K | 0.02% | 276 |
|
2019
Q1 | $106K | Buy |
660
+67
| +11% | +$10.8K | 0.01% | 390 |
|
2018
Q4 | $82K | Hold |
593
| – | – | 0.01% | 405 |
|
2018
Q3 | $97K | Sell |
593
-34
| -5% | -$5.56K | 0.01% | 419 |
|
2018
Q2 | $99K | Buy |
627
+15
| +2% | +$2.37K | 0.01% | 412 |
|
2018
Q1 | $94K | Buy |
612
+27
| +5% | +$4.15K | 0.01% | 399 |
|
2017
Q4 | $91K | Hold |
585
| – | – | 0.01% | 412 |
|
2017
Q3 | $86K | Hold |
585
| – | – | 0.01% | 419 |
|
2017
Q2 | $83K | Buy |
585
+45
| +8% | +$6.39K | 0.01% | 439 |
|
2017
Q1 | $75K | Hold |
540
| – | – | 0.01% | 438 |
|
2016
Q4 | $71K | Buy |
540
+435
| +414% | +$57.2K | 0.01% | 433 |
|
2016
Q3 | $14K | Buy |
+105
| New | +$14K | ﹤0.01% | 620 |
|