HDIM
Hanson & Doremus Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
3,377
+7
| +0.2% | +$3.98K | 0.26% | 62 |
|
|
2025
Q1 | $1.73M | Hold |
3,370
| – | – | 0.25% | 67 |
|
|
2024
Q4 | $1.82M | Sell |
3,370
-1
| -0% | -$539 | 0.28% | 57 |
|
|
2024
Q3 | $1.78M | Hold |
3,371
| – | – | 0.28% | 59 |
|
|
2024
Q2 | $1.69M | Buy |
3,371
+76
| +2% | +$38K | 0.28% | 59 |
|
|
2024
Q1 | $1.58M | Buy |
3,295
+208
| +7% | +$100K | 0.27% | 61 |
|
|
2023
Q4 | $1.35M | Hold |
3,087
| – | – | 0.25% | 68 |
|
|
2023
Q3 | $1.21M | Buy |
3,087
+22
| +0.7% | +$8.64K | 0.25% | 71 |
|
|
2023
Q2 | $1.25M | Hold |
3,065
| – | – | 0.26% | 72 |
|
|
2023
Q1 | $1.15M | Sell |
3,065
-170
| -5% | -$64K | 0.26% | 73 |
|
|
2022
Q4 | $1.14M | Buy |
3,235
+269
| +9% | +$94.5K | 0.24% | 75 |
|
|
2022
Q3 | $974K | Sell |
2,966
-1
| -0% | -$328 | 0.25% | 76 |
|
|
2022
Q2 | $1.03M | Buy |
2,967
+283
| +11% | +$98.1K | 0.25% | 76 |
|
|
2022
Q1 | $1.11M | Buy |
2,684
+29
| +1% | +$12K | 0.24% | 78 |
|
|
2021
Q4 | $1.16M | Hold |
2,655
| – | – | 0.25% | 77 |
|
|
2021
Q3 | $1.05M | Buy |
2,655
+353
| +15% | +$139K | 0.24% | 84 |
|
|
2021
Q2 | $708K | Hold |
2,302
| – | – | 0.21% | 87 |
|
|
2021
Q1 | $839K | Hold |
2,302
| – | – | 0.19% | 99 |
|
|
2020
Q4 | $791K | Hold |
2,302
| – | – | 0.2% | 99 |
|
|
2020
Q3 | $708K | Hold |
2,302
| – | – | 0.21% | 87 |
|
|
2020
Q2 | $652K | Buy |
2,302
+2,045
| +796% | +$579K | 0.21% | 94 |
|
|
2020
Q1 | $61K | Buy |
257
+131
| +104% | +$31.1K | 0.02% | 246 |
|
|
2019
Q4 | $37K | Buy |
+126
| New | +$37K | 0.01% | 313 |
|
|
2019
Q3 | – | Sell |
-126
| Closed | -$34K | – | 477 |
|
|
2019
Q2 | $34K | Buy |
+126
| New | +$34K | 0.01% | 308 |
|
|
2018
Q3 | – | Sell |
-25
| Closed | – | – | 489 |
|
|
2018
Q2 | $0 | Buy |
+25
| New | – | ﹤0.01% | 521 |
|