HDIM
Hanson & Doremus Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Buy |
124
+1
| +0.8% | +$81 | ﹤0.01% | 434 |
|
|
2025
Q1 | $9K | Buy |
123
+1
| +0.8% | +$73 | ﹤0.01% | 431 |
|
|
2024
Q4 | $9K | Buy |
122
+2
| +2% | +$148 | ﹤0.01% | 419 |
|
|
2024
Q3 | $9K | Buy |
120
+1
| +0.8% | +$75 | ﹤0.01% | 399 |
|
|
2024
Q2 | $9K | Buy |
+119
| New | +$9K | ﹤0.01% | 413 |
|
|
2024
Q1 | – | Sell |
-290
| Closed | -$22K | – | 482 |
|
|
2023
Q4 | $22K | Buy |
+290
| New | +$22K | ﹤0.01% | 356 |
|
|
2022
Q4 | – | Sell |
-429
| Closed | -$32K | – | 527 |
|
|
2022
Q3 | $32K | Buy |
+429
| New | +$32K | 0.01% | 335 |
|
|
2021
Q3 | – | Sell |
-538
| Closed | -$50K | – | 489 |
|
|
2021
Q2 | $50K | Hold |
538
| – | – | 0.01% | 260 |
|
|
2021
Q1 | $48K | Hold |
538
| – | – | 0.01% | 298 |
|
|
2020
Q4 | $50K | Hold |
538
| – | – | 0.01% | 285 |
|
|
2020
Q3 | $50K | Hold |
538
| – | – | 0.01% | 260 |
|
|
2020
Q2 | $50K | Hold |
538
| – | – | 0.02% | 264 |
|
|
2020
Q1 | $48K | Hold |
538
| – | – | 0.02% | 265 |
|
|
2019
Q4 | $47K | Hold |
538
| – | – | 0.01% | 296 |
|
|
2019
Q3 | $47K | Hold |
538
| – | – | 0.01% | 285 |
|
|
2019
Q2 | $47K | Hold |
538
| – | – | 0.01% | 285 |
|
|
2019
Q1 | $45K | Hold |
538
| – | – | 0.01% | 280 |
|
|
2018
Q4 | $44K | Buy |
538
+248
| +86% | +$20.3K | 0.02% | 274 |
|
|
2018
Q3 | $23K | Hold |
290
| – | – | 0.01% | 346 |
|
|
2018
Q2 | $23K | Hold |
290
| – | – | 0.01% | 363 |
|
|
2018
Q1 | $24K | Hold |
290
| – | – | 0.01% | 378 |
|
|
2017
Q4 | $24K | Hold |
290
| – | – | 0.01% | 366 |
|
|
2017
Q3 | $25K | Hold |
290
| – | – | 0.01% | 348 |
|
|
2017
Q2 | $25K | Hold |
290
| – | – | 0.01% | 344 |
|
|
2017
Q1 | $24K | Sell |
290
-206
| -42% | -$17K | 0.01% | 331 |
|
|
2016
Q4 | $41.2K | Hold |
496
| – | – | 0.02% | 272 |
|
|
2016
Q3 | $43K | Buy |
496
+206
| +71% | +$17.9K | 0.02% | 259 |
|
|
2016
Q2 | $26K | Hold |
290
| – | – | 0.01% | 285 |
|
|
2016
Q1 | $25K | Hold |
290
| – | – | 0.01% | 297 |
|
|
2015
Q4 | $24K | Hold |
290
| – | – | 0.01% | 316 |
|
|
2015
Q3 | $25K | Hold |
290
| – | – | 0.01% | 302 |
|
|
2015
Q2 | $24K | Hold |
290
| – | – | 0.01% | 317 |
|
|
2015
Q1 | $25K | Buy |
+290
| New | +$25K | 0.01% | 311 |
|
|
2014
Q2 | – | Sell |
-80
| Closed | -$7K | – | 418 |
|
|
2014
Q1 | $7K | Sell |
80
-6
| -7% | -$525 | ﹤0.01% | 379 |
|
|
2013
Q4 | $7K | Hold |
86
| – | – | ﹤0.01% | 380 |
|
|
2013
Q3 | $7K | Sell |
86
-510
| -86% | -$41.5K | ﹤0.01% | 358 |
|
|
2013
Q2 | $50K | Buy |
+596
| New | +$50K | 0.03% | 238 |
|