HDIM
Hanson & Doremus Investment Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3M | Buy |
221,254
+2,644
| +1% | +$290K | 3.24% | 5 |
|
|
2025
Q1 | $21.4M | Buy |
218,610
+323
| +0.1% | +$31.6K | 3.13% | 5 |
|
|
2024
Q4 | $22.9M | Buy |
218,287
+11,428
| +6% | +$1.2M | 3.58% | 5 |
|
|
2024
Q3 | $21M | Sell |
206,859
-183
| -0.1% | -$18.6K | 3.34% | 6 |
|
|
2024
Q2 | $20M | Buy |
207,042
+2,717
| +1% | +$263K | 3.35% | 6 |
|
|
2024
Q1 | $19M | Buy |
204,325
+17,124
| +9% | +$1.6M | 3.28% | 5 |
|
|
2023
Q4 | $15.9M | Buy |
187,201
+3,192
| +2% | +$272K | 3.01% | 6 |
|
|
2023
Q3 | $13.8M | Buy |
184,009
+8,580
| +5% | +$645K | 2.86% | 6 |
|
|
2023
Q2 | $13.7M | Buy |
175,429
+4,775
| +3% | +$374K | 2.86% | 7 |
|
|
2023
Q1 | $12.2M | Buy |
170,654
+27,016
| +19% | +$1.94M | 2.72% | 6 |
|
|
2022
Q4 | $9.46M | Buy |
143,638
+29,016
| +25% | +$1.91M | 2.04% | 9 |
|
|
2022
Q3 | $7.21M | Buy |
114,622
+4,783
| +4% | +$301K | 1.86% | 9 |
|
|
2022
Q2 | $7.29M | Buy |
109,839
+9,190
| +9% | +$610K | 1.78% | 8 |
|
|
2022
Q1 | $8.16M | Buy |
100,649
+9,823
| +11% | +$796K | 1.76% | 9 |
|
|
2021
Q4 | $7.98M | Buy |
90,826
+1,306
| +1% | +$115K | 1.71% | 9 |
|
|
2021
Q3 | $7.17M | Buy |
89,520
+59,109
| +194% | +$4.73M | 1.66% | 9 |
|
|
2021
Q2 | $1.88M | Sell |
30,411
-31,602
| -51% | -$1.95M | 0.56% | 36 |
|
|
2021
Q1 | $4.57M | Buy |
62,013
+26,119
| +73% | +$1.93M | 1.06% | 13 |
|
|
2020
Q4 | $2.52M | Buy |
35,894
+5,483
| +18% | +$385K | 0.63% | 30 |
|
|
2020
Q3 | $1.88M | Buy |
30,411
+9,520
| +46% | +$589K | 0.56% | 36 |
|
|
2020
Q2 | $1.18M | Buy |
20,891
+776
| +4% | +$43.8K | 0.37% | 52 |
|
|
2020
Q1 | $921K | Buy |
20,115
+7,992
| +66% | +$366K | 0.31% | 66 |
|
|
2019
Q4 | $686K | Buy |
12,123
+3,910
| +48% | +$221K | 0.2% | 101 |
|
|
2019
Q3 | $426K | Buy |
8,213
+7,381
| +887% | +$383K | 0.13% | 117 |
|
|
2019
Q2 | $43K | Buy |
+832
| New | +$43K | 0.01% | 294 |
|