Trust Company of Vermont’s Energy Select Sector SPDR Fund XLE Stock Holding History

Trust Company of Vermont’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$35.6K	Sell	420 -229	-35%	-$19.4K	﹤0.01%	602
2025 Q1	$60.6K	Hold	649	–	–	﹤0.01%	498
2024 Q4	$55.6K	Hold	649	–	–	﹤0.01%	512
2024 Q3	$57K	Hold	649	–	–	﹤0.01%	503
2024 Q2	$59.2K	Hold	649	–	–	﹤0.01%	471
2024 Q1	$61.3K	Buy	649 +101	+18%	+$9.54K	﹤0.01%	464
2023 Q4	$45.9K	Hold	548	–	–	﹤0.01%	441
2023 Q3	$49.5K	Hold	548	–	–	﹤0.01%	459
2023 Q2	$44.5K	Hold	548	–	–	﹤0.01%	496
2023 Q1	$45.4K	Hold	548	–	–	﹤0.01%	507
2022 Q4	$47.9K	Hold	548	–	–	﹤0.01%	488
2022 Q3	$39K	Buy	548 +128	+30%	+$9.11K	﹤0.01%	524
2022 Q2	$30K	Buy	+420	New	+$30K	﹤0.01%	532
2022 Q1	–	Sell	-420	Closed	-$23K	–	756
2021 Q4	$23K	Buy	+420	New	+$23K	﹤0.01%	571
2020 Q3	–	Sell	-200	Closed	-$8K	–	792
2020 Q2	$8K	Sell	200 -2,238	-92%	-$89.5K	﹤0.01%	654
2020 Q1	$71K	Buy	2,438 +100	+4%	+$2.91K	0.01%	394
2019 Q4	$140K	Hold	2,338	–	–	0.01%	358
2019 Q3	$138K	Hold	2,338	–	–	0.01%	367
2019 Q2	$149K	Buy	2,338 +520	+29%	+$33.1K	0.01%	358
2019 Q1	$120K	Hold	1,818	–	–	0.01%	380
2018 Q4	$104K	Hold	1,818	–	–	0.01%	379
2018 Q3	$138K	Hold	1,818	–	–	0.01%	372
2018 Q2	$138K	Hold	1,818	–	–	0.01%	374
2018 Q1	$123K	Hold	1,818	–	–	0.01%	372
2017 Q4	$131K	Hold	1,818	–	–	0.01%	376
2017 Q3	$124K	Hold	1,818	–	–	0.01%	379
2017 Q2	$118K	Hold	1,818	–	–	0.01%	390
2017 Q1	$127K	Buy	1,818 +33	+2%	+$2.31K	0.01%	370
2016 Q4	$134K	Hold	1,785	–	–	0.02%	357
2016 Q3	$126K	Buy	+1,785	New	+$126K	0.02%	322
2015 Q1	–	Sell	-50	Closed	-$4K	–	802
2014 Q4	$4K	Buy	+50	New	+$4K	﹤0.01%	749
2014 Q2	–	Sell	-100	Closed	-$9K	–	750
2014 Q1	$9K	Hold	100	–	–	﹤0.01%	631
2013 Q4	$9K	Hold	100	–	–	﹤0.01%	607
2013 Q3	$8K	Sell	100 -100	-50%	-$8K	﹤0.01%	608
2013 Q2	$16K	Buy	+200	New	+$16K	﹤0.01%	501