Sageworth Trust Co VTI Holdings History

Number of Shares
1.18 Mil
Current Holdings Value*
$323.63 Mil
% of Portfolio
20.12%
Total Estimate Gain
$184.49 Mil
% of Total Estimate Gain
68.82%

Sageworth Trust Co's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, Sageworth Trust Co held 1.18 Mil shares of Vanguard Total Stock Market ETF(VTI), totaling $323.63 Mil. This investment constitutes 20.12% of their stock portfolio, and Sageworth Trust Co now holds 0.07% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2014Q1. And since then Sageworth Trust Co has made 19 purchases of VTI, at an average price of $163.25, for a total of 1.64 Mil shares. In addition, there have been 13 sales at an average price of $190.71 for 464,655.00 shares. Based on historical transaction data and VTI's current price of $309.09, Sageworth Trust Co's estimated gain on his VTI holdings is $184.49 Mil, reflecting a 68.82% gain to date.

Sageworth Trust Co VTI ($309.09) Holding Chart

Sageworth Trust Co VTI ($309.09) 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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