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Andrea Freeman

@Trust Co Of Vermont

Latest period2024 - Q4ReportedManaged Assets$2.059BTotal holdings1051
Assets growth rate3.19%Assets growth rate (2-Q avg)5.79%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Trust Co Of Vermont's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1051 positions.

Assets under management

The assets under management (AUM) of Trust Co Of Vermont over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.059B in assets, with a quarterly growth rate of 3.19% and a 2-quarter average growth rate of 5.79%. The portfolio is managed by Andrea Freeman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BLKBlackrock Inc
Recent Activity
New Position
1.44%
$29.505M
28,782 shares@ $1025.11 avg price
VHTVanguard Health Care Etf
Recent Activity
New Position
0.43%
$8.755M
34,511 shares@ $253.69 avg price
LRCXLam Research Corp New
Recent Activity
New Position
0.12%
$2.309M
31,961 shares@ $72.23 avg price
TPGTpg Inc Cl A
Recent Activity
New Position
0.11%
$2.188M
34,823 shares@ $62.85 avg price
SGOVIshares 0-3 Month Treasury Bond Etf
Recent Activity
New Position
0.09%
$1.755M
17,490 shares@ $100.33 avg price
VFHVanguard Finls Etf
Recent Activity
New Position
0.04%
$783,513
6,636 shares@ $118.08 avg price
VTEBVanguard Tax Exempt Bond Etf
Recent Activity
New Position
0.04%
$705,830
14,080 shares@ $50.13 avg price
VOXVanguard Telecommunications Etf
Recent Activity
New Position
0.02%
$384,456
2,481 shares@ $154.97 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.02%
$358,283
2,506 shares@ $142.98 avg price
VPUVanguard Utilities Etf
Recent Activity
New Position
0.02%
$280,265
1,715 shares@ $163.42 avg price