Elevation Capital Advisory’s Vanguard Utilities ETF VPU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,301
Closed -$376K 79
2024
Q4
$376K Buy
2,301
+1,102
+92% +$180K 0.16% 39
2024
Q3
$209K Buy
+1,199
New +$209K 0.09% 55