Number of Shares
15,401.00
Current Holdings Value*
$2.72 Mil
% of Portfolio
2.95%
Total Estimate Gain
$565,170.63
% of Total Estimate Gain
23.70%

Sageworth Trust Co of South Dakota's Vanguard Value ETF Holding Summary

As of 2025-06-30, Sageworth Trust Co of South Dakota held 15,401.00 shares of Vanguard Value ETF(VTV), totaling $2.72 Mil. This investment constitutes 2.95% of their stock portfolio, and Sageworth Trust Co of South Dakota now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2022Q1. And since then Sageworth Trust Co of South Dakota has made 2 purchases of VTV, at an average price of $145.40, for a total of 16,400.00 shares. In addition, there have been 1 sales at an average price of $168.97 for 999.00 shares. Based on historical transaction data and VTV's current price of $180.57, Sageworth Trust Co of South Dakota's estimated gain on his VTV holdings is $565,170.63, reflecting a 23.70% gain to date.

Sageworth Trust Co of South Dakota VTV ($180.57) Holding Chart

Sageworth Trust Co of South Dakota VTV ($180.57) 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 %

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