Sageworth Trust Co VOO Holdings History

Number of Shares
325,262.00
Current Holdings Value*
$167.16 Mil
% of Portfolio
10.39%
Total Estimate Gain
$80.53 Mil
% of Total Estimate Gain
56.12%

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

As of 2025-03-31, Sageworth Trust Co held 325,262.00 shares of Vanguard S&P 500 ETF(VOO), totaling $167.16 Mil. This investment constitutes 10.39% of their stock portfolio, and Sageworth Trust Co now holds 0.03% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2014Q1. And since then Sageworth Trust Co has made 21 purchases of VOO, at an average price of $306.40, for a total of 468,315.00 shares. In addition, there have been 15 sales at an average price of $254.26 for 143,053.00 shares. Based on historical transaction data and VOO's current price of $576.92, Sageworth Trust Co's estimated gain on his VOO holdings is $80.53 Mil, reflecting a 56.12% gain to date.

Sageworth Trust Co VOO ($576.92) Holding Chart

Sageworth Trust Co VOO ($576.92) 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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