Sageworth Trust Company of South Dakota’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Hold |
1,080
| – | – | 0.33% | 43 |
|
|
2025
Q1 | $279K | Hold |
1,080
| – | – | 0.34% | 45 |
|
|
2024
Q4 | $285K | Hold |
1,080
| – | – | 0.36% | 40 |
|
|
2024
Q3 | $285K | Hold |
1,080
| – | – | 0.36% | 40 |
|
|
2024
Q2 | $261K | Hold |
1,080
| – | – | 0.38% | 41 |
|
|
2024
Q1 | $270K | Hold |
1,080
| – | – | 0.42% | 47 |
|
|
2023
Q4 | $251K | Hold |
1,080
| – | – | 0.47% | 42 |
|
|
2023
Q3 | $225K | Hold |
1,080
| – | – | 0.5% | 43 |
|
|
2023
Q2 | $238K | Hold |
1,080
| – | – | 0.59% | 39 |
|
|
2023
Q1 | $228K | Hold |
1,080
| – | – | 0.53% | 39 |
|
|
2022
Q4 | $220K | Buy |
1,080
+406
| +60% | +$82.7K | 0.49% | 39 |
|
|
2022
Q3 | $127K | Buy |
674
+268
| +66% | +$50.5K | 0.31% | 35 |
|
|
2022
Q2 | $80K | Hold |
406
| – | – | 0.16% | 46 |
|
|
2022
Q1 | $97K | Hold |
406
| – | – | 0.18% | 43 |
|
|
2021
Q4 | $103K | Buy |
+406
| New | +$103K | 0.16% | 59 |
|