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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
LQDIshares Iboxx Investment Grade Corp Bd Fd
Recent Activity
Exited
0%
$50,841
450 shares@ $112.98 avg price
VODVodafone Group Plc New Adr
Recent Activity
Exited
0%
$47,094
4,700 shares@ $10.02 avg price
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$41,640
100 shares@ $416.4 avg price
SNNSmith & Nephew Plc Adr
Recent Activity
Exited
0%
$38,925
1,250 shares@ $31.14 avg price
IRMIron Mtn Inc New
Recent Activity
Exited
0%
$35,649
300 shares@ $118.83 avg price
VYMIVanguard Whitehall Fds
Recent Activity
Exited
0%
$35,021
477 shares@ $73.42 avg price
4614⤦Invesco Divd Sustainability Port Uit 2305
Recent Activity
Exited
0%
$34,349
3,150 shares@ $10.91 avg price
4614⤦Invesco Divd Sustainability Port Uit 2268
Recent Activity
Exited
0%
$33,237
2,850 shares@ $11.67 avg price
DYDycom Inds Inc
Recent Activity
Exited
0%
$29,565
150 shares@ $197.1 avg price
SJWSjw Corp
Recent Activity
Exited
0%
$29,055
500 shares@ $58.11 avg price