Sageworth Trust’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Hold |
|
|||||
|
2025
Q1 | $2.62M | Hold |
|
|||||
|
2024
Q4 | $2.79M | Hold |
|
|||||
|
2024
Q3 | $2.82M | Hold |
|
|||||
|
2024
Q2 | $2.57M | Sell |
|
|||||
|
2024
Q1 | $4.3M | Hold |
|
|||||
|
2023
Q4 | $4.03M | Sell |
|
|||||
|
2023
Q3 | $3.61M | Sell |
|
|||||
|
2023
Q2 | $3.9M | Hold |
|
|||||
|
2023
Q1 | $3.74M | Sell |
|
|||||
|
2022
Q4 | $3.75M | Hold |
|
|||||
|
2022
Q3 | $3.38M | Hold |
|
|||||
|
2022
Q2 | $3.54M | Hold |
|
|||||
|
2022
Q1 | $4.15M | Hold |
|
|||||
|
2021
Q4 | $4.22M | Hold |
|
|||||
|
2021
Q3 | $3.99M | Hold |
|
|||||
|
2021
Q2 | $4.1M | Buy |
|
|||||
|
2021
Q1 | $3.72M | Buy |
|
|||||
|
2020
Q4 | $2.47M | Buy |
|
|||||
|
2020
Q3 | $925K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $213K | Hold |
|
|||||
|
2015
Q2 | $238K | Hold |
|
|||||
|
2015
Q1 | $241K | Hold |
|
|||||
|
2014
Q4 | $233K | Buy |
|