Vanguard Personalized Indexing Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
42,865
+1,777
| +4% | +$66K | 0.02% | 655 |
|
|
2025
Q1 | $1.62M | Sell |
41,088
-143
| -0.3% | -$5.65K | 0.02% | 569 |
|
|
2024
Q4 | $1.5M | Sell |
41,231
-1,747
| -4% | -$63.5K | 0.02% | 583 |
|
|
2024
Q3 | $1.66M | Buy |
42,978
+2,254
| +6% | +$86.9K | 0.03% | 539 |
|
|
2024
Q2 | $1.52M | Buy |
40,724
+908
| +2% | +$33.9K | 0.03% | 504 |
|
|
2024
Q1 | $1.48M | Sell |
39,816
-7,386
| -16% | -$274K | 0.03% | 486 |
|
|
2023
Q4 | $1.76M | Buy |
47,202
+33,318
| +240% | +$1.24M | 0.05% | 382 |
|
|
2023
Q3 | $477K | Buy |
13,884
+1,093
| +9% | +$37.5K | 0.01% | 903 |
|
|
2023
Q2 | $510K | Sell |
12,791
-53
| -0.4% | -$2.12K | 0.02% | 884 |
|
|
2023
Q1 | $561K | Buy |
12,844
+4,266
| +50% | +$186K | 0.02% | 818 |
|
|
2022
Q4 | $409K | Sell |
8,578
-4,651
| -35% | -$222K | 0.02% | 861 |
|
|
2022
Q3 | $547K | Sell |
13,229
-2,511
| -16% | -$104K | 0.02% | 756 |
|
|
2022
Q2 | $722K | Buy |
15,740
+243
| +2% | +$11.1K | 0.03% | 626 |
|
|
2022
Q1 | $792K | Sell |
15,497
-487
| -3% | -$24.9K | 0.04% | 596 |
|
|
2021
Q4 | $858K | Buy |
15,984
+4,938
| +45% | +$265K | 0.05% | 475 |
|
|
2021
Q3 | $509K | Buy |
11,046
+2,002
| +22% | +$92.3K | 0.05% | 502 |
|
|
2021
Q2 | $413K | Buy |
9,044
+3,736
| +70% | +$171K | 0.04% | 580 |
|
|
2021
Q1 | $238K | Sell |
5,308
-14
| -0.3% | -$628 | 0.04% | 605 |
|
|
2020
Q4 | $252K | Buy |
+5,322
| New | +$252K | 0.05% | 430 |
|