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Sageworth Trust’s Vanguard Mid-Cap ETF VO Stock Holding History

Sageworth Trust’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,348
Closed -$66K – 405
2022
Q2 		$66K Hold
1,348
– – 0.01% 152
2022
Q1 		$80K Hold
1,348
– – 0.01% 82
2021
Q4 		$86K Buy
1,348
+1,072
+388% +$67.2K 0.01% 87
2021
Q3 		$16K Sell
276
-40
-13% -$2.42K ﹤0.01% 428
2021
Q2 		$19K Buy
316
+276
+690% +$16K ﹤0.01% 411
2021
Q1 		$2K Hold
40
– – ﹤0.01% 270
2020
Q4 		$2K Hold
40
– – ﹤0.01% 200
2020
Q3 		$2K Hold
40
– – ﹤0.01% 169
2020
Q2 		$2K Hold
40
– – ﹤0.01% 169
2020
Q1 		$1K Hold
40
– – ﹤0.01% 177
2019
Q4 		$2K Buy
+40
New +$1.72K ﹤0.01% 182

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sageworth Trust's VO Position: Q3 2022 in Review

Sageworth Trust sold out of Vanguard Mid-Cap ETF (VO) in Q3 2022, closing a stake of 1,348 shares — an estimated $66K sold.

Sageworth Trust first reported a position in VO in Q4 2019 and held it in 11 quarters. The position peaked at $86K in Q4 2021. 1,498 funds tracked by Wall St. Rank hold VO as of Q3 2022.

  • Sageworth Trust reported no remaining Vanguard Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust sold 1,348 Vanguard Mid-Cap ETF shares in Q3 2022, an estimated $66K.
  • Sageworth Trust first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and held it in 11 quarters.
  • Sageworth Trust's Vanguard Mid-Cap ETF position peaked at $86K in Q4 2021.
  • 1,498 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2022.

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