Penobscot Wealth Management Sells in Q2 2025

Penobscot Wealth Management

  • $239 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.56K
- 24.27%
$456.74 - $568.03 $1.17M - $1.45M
7.97K $4.53M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-5.7K
- 59.74%
$55.54 - $69.09 $317K - $394K
3.84K $265K
UNH
Unitedhealth Group Inc

Healthcare
-11
- 0.86%
$274.35 - $599.47 $3.02K - $6.59K
1.27K $396K
AAPL
Apple Inc.

Technology
-200
- 1.63%
$172.42 - $223.89 $34.5K - $44.8K
12K $2.47M
IVE
Ishares S&P 500 Value ETF

ETFs
-706
- 35.66%
$168.34 - $195.42 $119K - $138K
1.27K $248K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-4.22K
- 14.36%
$32.0 - $39.87 $135K - $168K
25.1K $1M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.52K
- 13.82%
$35.35 - $42.68 $89.2K - $108K
15.7K $670K
BNDX
Vanguard Total International B

ETFs
-1.52K
- 20.14%
$48.77 - $49.55 $74K - $75.2K
6.02K $297K
IYK
Ishares U.S. Consumer Staples

ETFs
-331
- 0.84%
$67.29 - $72.42 $22.3K - $24K
39.2K $2.76M
PG
Procter & Gamble CO

Consumer Defensive
-35
- 1.24%
$157.66 - $172.39 $5.52K - $6.03K
2.79K $443K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-363
- 9.66%
$90.56 - $109.49 $32.9K - $39.7K
3.39K $370K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-585
- 16.4%
$62.73 - $78.42 $36.7K - $45.9K
2.98K $231K
VTI
Vanguard Total Stock Market Et

ETFs
-239
- 10.47%
$243.75 - $303.93 $58.3K - $72.6K
2.04K $620K
EMB
Ishares Tr

ETFs
-153
- 1.97%
$86.54 - $92.62 $13.2K - $14.2K
7.59K $703K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-128
- 4.94%
$75.29 - $91.16 $9.64K - $11.7K
2.46K $221K
VO
Vanguard Mid Cap ETF

ETFs
-10
- 0.81%
$228.54 - $279.83 $2.29K - $2.8K
1.23K $343K
GOOGL
Alphabet Inc.

Communication Services
-14
- 0.86%
$144.7 - $178.6 $2.03K - $2.5K
1.62K $284K
VB
Vanguard Small Cap ETF

ETFs
-7
- 0.3%
$193.73 - $237.37 $1.36K - $1.66K
2.32K $550K
NFLX
Netflix Inc

Communication Services
-34
- 14.59%
$855.86 - $1339.13 $29.1K - $45.5K
199 $266K
META
Meta Platforms, Inc.

Communication Services
-14
- 3.81%
$484.66 - $738.09 $6.79K - $10.3K
353 $260K
IDXX
Idexx Laboratories Inc

Healthcare
-663
- 18.67%
$361.04 - $536.34 $239K - $356K
2.89K $1.55M
JPM
Jpmorgan Chase & CO

Financial Services
-6
- 0.42%
$210.28 - $289.91 $1.26K - $1.74K
1.43K $415K
AMZN
Amazon Com Inc

Consumer Cyclical
-89
- 3.09%
$167.32 - $223.3 $14.9K - $19.9K
2.79K $611K
ETN
Eaton Corp PLC

Industrials
-71
- 6.6%
$246.52 - $356.99 $17.5K - $25.3K
1.01K $358K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-370
- 2.58%
$60.34 - $74.89 $22.3K - $27.7K
14K $1.05M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-527
- 3.43%
$33.86 - $45.77 $17.8K - $24.1K
14.9K $679K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-709
- 2.38%
$53.75 - $67.21 $38.1K - $47.7K
29.1K $1.92M
ICLN
Ishares

ETFs
-3.05K
- 2.7%
$10.56 - $13.31 $32.2K - $40.5K
110K $1.44M
XLK
Technology Sector Spdr

ETFs
-273
- 5.21%
$179.73 - $253.23 $49.1K - $69.1K
4.96K $1.26M
IXUS
Ishares Tr

ETFs
-1.17K
- 2.96%
$62.37 - $77.63 $73.2K - $91.1K
38.5K $2.97M
MSFT
Microsoft Corp

Technology
-31
- 1.08%
$354.56 - $497.45 $11K - $15.4K
2.83K $1.41M
Activity Summary
Buys All Purchases 63 New Holdings 10 Increased Positions 53 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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