Sageworth Trust Company of South Dakota’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.31M | Buy |
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|
2025
Q1 | $7.14M | Buy |
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|
2024
Q4 | $6.14M | Buy |
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|
2024
Q3 | $5.22M | Buy |
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|
2024
Q2 | $3.02M | Buy |
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|
2024
Q1 | $1.16M | Hold |
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|
2023
Q4 | $1.05M | Buy |
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|
2023
Q3 | $476K | Hold |
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|
2023
Q2 | $494K | Hold |
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|
2023
Q1 | $456K | Hold |
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|
2022
Q4 | $426K | Sell |
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|
2022
Q3 | $709K | Sell |
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|
2022
Q2 | $2.49M | Buy |
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|
2022
Q1 | $44K | Hold |
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|
2021
Q4 | $46K | Hold |
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|
2021
Q3 | $42K | Hold |
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|
2021
Q2 | $42K | Hold |
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|
2021
Q1 | $39K | Hold |
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|
2020
Q4 | $36K | Buy |
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