Financial Advocates Investment Management’s Vanguard Utilities ETF VPU Stock Holding History

Financial Advocates Investment Management’s Portfolio VPU Stock Details VPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.13M	Sell
2025 Q1	$3.22M	Sell
2024 Q4	$3.14M	Sell
2024 Q3	$3.81M	Buy
2024 Q2	$2.83M	Buy
2024 Q1	$2.61M	Buy
2021 Q4	–	Sell
2021 Q3	$212K	Buy
2018 Q1	–	Sell
2017 Q4	$211K	Buy