A detailed history of Vanguard Personalized Indexing Management, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Vanguard Personalized Indexing Management, LLC holds 40,724 shares of WTRG stock, worth $1.57 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
40,724
Previous 39,816 2.28%
Holding current value
$1.57 Million
Previous $1.48 Million 3.05%
% of portfolio
0.03%
Previous 0.03%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$33.88 - $39.67 $30,763 - $36,020
908 Added 2.28%
40,724 $1.52 Million
Q1 2024

May 09, 2024

SELL
$34.18 - $38.66 $252,453 - $285,542
-7,386 Reduced 15.65%
39,816 $1.48 Million
Q4 2023

Feb 07, 2024

BUY
$32.59 - $37.64 $1.09 Million - $1.25 Million
33,318 Added 239.97%
47,202 $1.76 Million
Q3 2023

Nov 08, 2023

BUY
$34.04 - $43.1 $37,205 - $47,108
1,093 Added 8.55%
13,884 $476,000
Q2 2023

Jul 28, 2023

SELL
$39.47 - $45.03 $2,091 - $2,386
-53 Reduced 0.41%
12,791 $510,000
Q1 2023

May 10, 2023

BUY
$40.65 - $49.0 $173,412 - $209,034
4,266 Added 49.73%
12,844 $560,000
Q4 2022

Feb 10, 2023

SELL
$39.73 - $48.74 $184,784 - $226,689
-4,651 Reduced 35.16%
8,578 $409,000
Q3 2022

Nov 14, 2022

SELL
$41.38 - $52.37 $103,905 - $131,501
-2,511 Reduced 15.95%
13,229 $547,000
Q2 2022

Aug 09, 2022

BUY
$41.42 - $52.59 $10,065 - $12,779
243 Added 1.57%
15,740 $722,000
Q1 2022

May 16, 2022

SELL
$44.8 - $53.13 $21,817 - $25,874
-487 Reduced 3.05%
15,497 $792,000
Q4 2021

Feb 23, 2022

BUY
$46.24 - $53.69 $228,333 - $265,121
4,938 Added 44.7%
15,984 $858,000
Q3 2021

Nov 09, 2021

BUY
$46.08 - $51.15 $92,252 - $102,402
2,002 Added 22.14%
11,046 $509,000
Q2 2021

Aug 11, 2021

BUY
$44.72 - $49.09 $167,073 - $183,400
3,736 Added 70.38%
9,044 $413,000
Q1 2021

Apr 28, 2021

SELL
$41.5 - $48.72 $581 - $682
-14 Reduced 0.26%
5,308 $238,000
Q4 2020

Jan 20, 2021

BUY
$40.83 - $48.55 $217,297 - $258,383
5,322 New
5,322 $252,000

Others Institutions Holding WTRG

About Essential Utilities, Inc.


  • Ticker WTRG
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Water
  • Shares Outstandng 262,291,008
  • Market Cap $10.1B
  • Description
  • Essential Utilities, Inc., through its subsidiaries, operates regulated utilities that provide water, wastewater, or natural gas services in the United States. It offers water services through operating and maintenance contract with municipal authorities and other parties. The company also provides non-utility raw water supply services for firms...
More about WTRG
Track This Portfolio

Track Vanguard Personalized Indexing Management, LLC Portfolio

Follow Vanguard Personalized Indexing Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vanguard Personalized Indexing Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vanguard Personalized Indexing Management, LLC with notifications on news.