HDIM
Hanson & Doremus Investment Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Hold |
4,901
| – | – | 0.29% | 57 |
|
|
2025
Q1 | $1.82M | Sell |
4,901
-8
| -0.2% | -$2.97K | 0.27% | 63 |
|
|
2024
Q4 | $2.02M | Hold |
4,909
| – | – | 0.32% | 52 |
|
|
2024
Q3 | $1.89M | Sell |
4,909
-35
| -0.7% | -$13.4K | 0.3% | 53 |
|
|
2024
Q2 | $1.85M | Buy |
4,944
+102
| +2% | +$38.1K | 0.31% | 53 |
|
|
2024
Q1 | $1.67M | Hold |
4,842
| – | – | 0.29% | 58 |
|
|
2023
Q4 | $1.51M | Hold |
4,842
| – | – | 0.28% | 64 |
|
|
2023
Q3 | $1.32M | Sell |
4,842
-82
| -2% | -$22.3K | 0.27% | 68 |
|
|
2023
Q2 | $1.39M | Sell |
4,924
-455
| -8% | -$129K | 0.29% | 66 |
|
|
2023
Q1 | $1.34M | Sell |
5,379
-3
| -0.1% | -$748 | 0.3% | 65 |
|
|
2022
Q4 | $1.15M | Buy |
5,382
+391
| +8% | +$83.3K | 0.25% | 74 |
|
|
2022
Q3 | $1.07M | Hold |
4,991
| – | – | 0.28% | 72 |
|
|
2022
Q2 | $1.11M | Buy |
4,991
+401
| +9% | +$89.3K | 0.27% | 73 |
|
|
2022
Q1 | $1.32M | Buy |
4,590
+1
| +0% | +$288 | 0.28% | 71 |
|
|
2021
Q4 | $1.47M | Sell |
4,589
-122
| -3% | -$39.2K | 0.32% | 60 |
|
|
2021
Q3 | $1.37M | Buy |
4,711
+589
| +14% | +$171K | 0.32% | 63 |
|
|
2021
Q2 | $938K | Buy |
4,122
+276
| +7% | +$62.8K | 0.28% | 74 |
|
|
2021
Q1 | $989K | Hold |
3,846
| – | – | 0.23% | 90 |
|
|
2020
Q4 | $974K | Sell |
3,846
-276
| -7% | -$69.9K | 0.24% | 83 |
|
|
2020
Q3 | $938K | Buy |
4,122
+275
| +7% | +$62.6K | 0.28% | 74 |
|
|
2020
Q2 | $777K | Buy |
3,847
+3,069
| +394% | +$620K | 0.25% | 82 |
|
|
2020
Q1 | $122K | Hold |
778
| – | – | 0.04% | 195 |
|
|
2019
Q4 | $142K | Hold |
778
| – | – | 0.04% | 196 |
|
|
2019
Q3 | $129K | Buy |
778
+1
| +0.1% | +$166 | 0.04% | 207 |
|
|
2019
Q2 | $127K | Hold |
777
| – | – | 0.04% | 212 |
|
|
2019
Q1 | $121K | Hold |
777
| – | – | 0.04% | 208 |
|
|
2018
Q4 | $104K | Sell |
777
-29
| -4% | -$3.88K | 0.04% | 210 |
|
|
2018
Q3 | $130K | Buy |
806
+194
| +32% | +$31.3K | 0.04% | 207 |
|
|
2018
Q2 | $92K | Hold |
612
| – | – | 0.03% | 238 |
|
|
2018
Q1 | $87K | Hold |
612
| – | – | 0.03% | 251 |
|
|
2017
Q4 | $86K | Hold |
612
| – | – | 0.03% | 246 |
|
|
2017
Q3 | $81K | Hold |
612
| – | – | 0.03% | 241 |
|
|
2017
Q2 | $78K | Hold |
612
| – | – | 0.03% | 244 |
|
|
2017
Q1 | $74K | Sell |
612
-236
| -28% | -$28.5K | 0.03% | 243 |
|
|
2016
Q4 | $94.5K | Buy |
848
+805
| +1,872% | +$89.7K | 0.04% | 219 |
|
|
2016
Q3 | $5K | Hold |
43
| – | – | ﹤0.01% | 406 |
|
|
2016
Q2 | $5K | Hold |
43
| – | – | ﹤0.01% | 401 |
|
|
2016
Q1 | $5K | Buy |
+43
| New | +$5K | ﹤0.01% | 419 |
|
|
2015
Q3 | – | Sell |
-556
| Closed | -$60K | – | 458 |
|
|
2015
Q2 | $60K | Buy |
+556
| New | +$60K | 0.03% | 247 |
|