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Sageworth Trust’s Vanguard Extended Market ETF VXF Stock Holding History

Sageworth Trust’s Portfolio VXF Stock Details VXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-372
Closed -$47K – 208
2019
Q4 		$47K Hold
372
– – 0.01% 94
2019
Q3 		$43K Buy
+372
New +$43.8K 0.01% 100

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Sageworth Trust's VXF Position: Q1 2020 in Review

Sageworth Trust sold out of Vanguard Extended Market ETF (VXF) in Q1 2020, closing a stake of 372 shares — an estimated $47K sold.

Sageworth Trust first reported a position in VXF in Q3 2019 and held it in 2 quarters. The position peaked at $47K in Q4 2019. 397 funds tracked by Wall St. Rank hold VXF as of Q1 2020.

  • Sageworth Trust reported no remaining Vanguard Extended Market ETF position as of Q1 2020 after selling out during the quarter.
  • Sageworth Trust sold 372 Vanguard Extended Market ETF shares in Q1 2020, an estimated $47K.
  • Sageworth Trust first reported a position in Vanguard Extended Market ETF in Q3 2019 and held it in 2 quarters.
  • Sageworth Trust's Vanguard Extended Market ETF position peaked at $47K in Q4 2019.
  • 397 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2020.

Based on Sageworth Trust's 13F filing for Q1 2020, filed 13 May 2020.