Number of Shares
14,633.00
Current Holdings Value*
$8.31 Mil
% of Portfolio
9.01%
Total Estimate Gain
$1.25 Mil
% of Total Estimate Gain
13.20%

Sageworth Trust Co of South Dakota's Vanguard S&P 500 ETF Holding Summary

As of 2025-06-30, Sageworth Trust Co of South Dakota held 14,633.00 shares of Vanguard S&P 500 ETF(VOO), totaling $8.31 Mil. This investment constitutes 9.01% of their stock portfolio, and Sageworth Trust Co of South Dakota now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2020Q4. And since then Sageworth Trust Co of South Dakota has made 7 purchases of VOO, at an average price of $458.31, for a total of 20,601.00 shares. In addition, there have been 2 sales at an average price of $361.82 for 5,968.00 shares. Based on historical transaction data and VOO's current price of $582.86, Sageworth Trust Co of South Dakota's estimated gain on his VOO holdings is $1.25 Mil, reflecting a 13.20% gain to date.

Sageworth Trust Co of South Dakota VOO ($582.86) Holding Chart

Sageworth Trust Co of South Dakota VOO ($582.86) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1