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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
NULGNushares Esg Large Cap Grwth Etf
Recent Activity
New Position
0.01%
$168,161
1,959 shares@ $85.85 avg price
SNRESunrise Communications Ag Cl A Ads
Recent Activity
New Position
0.01%
$161,119
3,740 shares@ $43.08 avg price
VTCVanguard Total Corporate Bond Etf
Recent Activity
New Position
0.01%
$158,612
2,095 shares@ $75.71 avg price
TRINTrinity Cap Inc
Recent Activity
New Position
0.01%
$100,567
6,950 shares@ $14.48 avg price
MUNIPimco Inter Muni Bond Etf
Recent Activity
New Position
0.01%
$99,063
1,915 shares@ $51.74 avg price
PNFPPinnacle Finl Partners Inc
Recent Activity
New Position
0.01%
$97,232
850 shares@ $114.4 avg price
BGRNIshares Green Bd Etf
Recent Activity
New Position
0.01%
$77,995
1,673 shares@ $46.62 avg price
SPSCSps Comm Inc
Recent Activity
New Position
0.01%
$68,996
375 shares@ $183.99 avg price
MPVBarings Partn Invs
Recent Activity
New Position
0.01%
$61,182
3,580 shares@ $17.09 avg price
BANXArrowmark Financial Corp
Recent Activity
New Position
0.01%
$57,701
2,750 shares@ $20.99 avg price