Trust Company of Vermont’s Essential Utilities WTRG Stock Holding History

Trust Company of Vermont’s Portfolio WTRG Stock Details WTRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$112K	Hold	3,020	–	–	0.01%	415
2025 Q1	$119K	Hold	3,020	–	–	0.01%	395
2024 Q4	$110K	Hold	3,020	–	–	0.01%	409
2024 Q3	$116K	Hold	3,020	–	–	0.01%	388
2024 Q2	$113K	Sell	3,020 -76	-2%	-$2.84K	0.01%	378
2024 Q1	$115K	Buy	3,096 +1,221	+65%	+$45.2K	0.01%	372
2023 Q4	$70K	Sell	1,875 -1,145	-38%	-$42.8K	﹤0.01%	396
2023 Q3	$104K	Hold	3,020	–	–	0.01%	362
2023 Q2	$121K	Hold	3,020	–	–	0.01%	367
2023 Q1	$132K	Buy	3,020 +1,145	+61%	+$50K	0.01%	364
2022 Q4	$89.5K	Hold	1,875	–	–	0.01%	401
2022 Q3	$78K	Hold	1,875	–	–	0.01%	419
2022 Q2	$86K	Buy	+1,875	New	+$86K	0.01%	409
2022 Q1	–	Sell	-1,875	Closed	-$101K	–	750
2021 Q4	$101K	Buy	+1,875	New	+$101K	0.01%	397
2021 Q3	–	Sell	-1,875	Closed	-$86K	–	724
2021 Q2	$86K	Hold	1,875	–	–	0.01%	422
2021 Q1	$84K	Hold	1,875	–	–	0.01%	412
2020 Q4	$89K	Hold	1,875	–	–	0.01%	388
2020 Q3	$75K	Sell	1,875 -500	-21%	-$20K	0.01%	396
2020 Q2	$100K	Sell	2,375 -500	-17%	-$21.1K	0.01%	354
2020 Q1	$117K	Buy	2,875 +1,375	+92%	+$56K	0.01%	342
2019 Q4	$70K	Buy	1,500 +300	+25%	+$14K	0.01%	429
2019 Q3	$54K	Sell	1,200 -300	-20%	-$13.5K	﹤0.01%	477
2019 Q2	$62K	Hold	1,500	–	–	0.01%	453
2019 Q1	$54K	Hold	1,500	–	–	﹤0.01%	472
2018 Q4	$51K	Hold	1,500	–	–	﹤0.01%	465
2018 Q3	$55K	Hold	1,500	–	–	﹤0.01%	497
2018 Q2	$53K	Hold	1,500	–	–	﹤0.01%	519
2018 Q1	$51K	Hold	1,500	–	–	﹤0.01%	497
2017 Q4	$59K	Hold	1,500	–	–	0.01%	480
2017 Q3	$50K	Hold	1,500	–	–	0.01%	499
2017 Q2	$50K	Hold	1,500	–	–	0.01%	501
2017 Q1	$48K	Hold	1,500	–	–	0.01%	484
2016 Q4	$45K	Sell	1,500 -150	-9%	-$4.5K	0.01%	490
2016 Q3	$50K	Hold	1,650	–	–	0.01%	431
2016 Q2	$59K	Hold	1,650	–	–	0.01%	368
2016 Q1	$53K	Sell	1,650 -182	-10%	-$5.85K	0.01%	380
2015 Q4	$55K	Hold	1,832	–	–	0.01%	381
2015 Q3	$48K	Hold	1,832	–	–	0.01%	403
2015 Q2	$44K	Hold	1,832	–	–	0.01%	423
2015 Q1	$48K	Hold	1,832	–	–	0.01%	400
2014 Q4	$49K	Hold	1,832	–	–	0.01%	399
2014 Q3	$44K	Hold	1,832	–	–	0.01%	417
2014 Q2	$48K	Hold	1,832	–	–	0.01%	386
2014 Q1	$46K	Hold	1,832	–	–	0.01%	385
2013 Q4	$44K	Hold	1,832	–	–	0.01%	375
2013 Q3	$46K	Buy	1,832 +999	+120%	+$25.1K	0.01%	356
2013 Q2	$21K	Buy	+833	New	+$21K	﹤0.01%	465