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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$835 Hold
2025
Q2
$756 Hold
2025
Q1
$646 Hold
2024
Q4
$638 Hold
2024
Q3
$640 Hold
2024
Q2
$519 Hold
2024
Q1
$486 Hold
2023
Q4
$447 Hold
2023
Q3
$417 Buy