VSM Wealth Advisory’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	$26.7K	Hold	720	–	–	0.01%	275
2025 Q1	$28.5K	Hold	720	–	–	0.01%	243
2024 Q4	$26.2K	Buy	+720	New	+$26.2K	0.01%	243