Beaumont Financial Advisors’s Virtus Reaves Utilities ETF UTES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-104,508	Closed	-$6.66M	–	387
2024 Q4	$6.66M	Buy	104,508 +911	+0.9%	+$58.1K	0.5%	44
2024 Q3	$6.63M	Buy	103,597 +517	+0.5%	+$33.1K	0.52%	43
2024 Q2	$5.34M	Buy	+103,080	New	+$5.34M	0.43%	49