ST
VG

Sageworth Trust’s Vonage Holdings Corporation VG Stock Holding History

Sageworth Trust’s Portfolio VG Stock Details VG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-318
Closed -$6K – 422
2022
Q2 		$6K Hold
318
– – ﹤0.01% 263
2022
Q1 		$6K Hold
318
– – ﹤0.01% 238
2021
Q4 		$7K Sell
318
-1,062
-77% -$19.4K ﹤0.01% 347
2021
Q3 		$22K Hold
1,380
– – ﹤0.01% 349
2021
Q2 		$20K Buy
+1,380
New +$18.9K ﹤0.01% 403

Other funds holding VG

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Sageworth Trust's VG Position: Q3 2022 in Review

Sageworth Trust sold out of Vonage Holdings Corporation (VG) in Q3 2022, closing a stake of 318 shares — an estimated $6K sold.

Sageworth Trust first reported a position in VG in Q2 2021 and held it in 5 quarters. The position peaked at $22K in Q3 2021. 2 funds tracked by Wall St. Rank hold VG as of Q3 2022.

  • Sageworth Trust reported no remaining Vonage Holdings Corporation position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust sold 318 Vonage Holdings Corporation shares in Q3 2022, an estimated $6K.
  • Sageworth Trust first reported a position in Vonage Holdings Corporation in Q2 2021 and held it in 5 quarters.
  • Sageworth Trust's Vonage Holdings Corporation position peaked at $22K in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Vonage Holdings Corporation as of Q3 2022.

Based on Sageworth Trust's 13F filing for Q3 2022, filed 2 Nov 2022.