Vanguard Personalized Indexing Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
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|
2025
Q1 | $1.62M | Sell |
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|
2024
Q4 | $1.5M | Sell |
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|
2024
Q3 | $1.66M | Buy |
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|
2024
Q2 | $1.52M | Buy |
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|
2024
Q1 | $1.48M | Sell |
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|
2023
Q4 | $1.76M | Buy |
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|
2023
Q3 | $477K | Buy |
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|
2023
Q2 | $510K | Sell |
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|
2023
Q1 | $561K | Buy |
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|
2022
Q4 | $409K | Sell |
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|
2022
Q3 | $547K | Sell |
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|
2022
Q2 | $722K | Buy |
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|
2022
Q1 | $792K | Sell |
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|
2021
Q4 | $858K | Buy |
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|
2021
Q3 | $509K | Buy |
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|
2021
Q2 | $413K | Buy |
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|
2021
Q1 | $238K | Sell |
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|
2020
Q4 | $252K | Buy |
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