Elevate Wealth Advisory’s Vanguard Utilities ETF VPU Stock Holding History

Elevate Wealth Advisory’s Portfolio VPU Stock Details VPU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$404K	Hold
2025 Q2	$376K	Sell
2025 Q1	$372K	Buy
2024 Q4	$349K	Buy
2024 Q3	$374K	Sell
2024 Q2	$337K	Sell
2024 Q1	$349K	Sell
2023 Q4	$349K	Buy