JWA
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JFS Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

JFS Wealth Advisors’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$124K Hold
700
– – 0.01% 343
2025
Q1 		$120K Hold
700
– – 0.01% 353
2024
Q4 		$114K Hold
700
– – 0.01% 347
2024
Q3 		$122K Buy
+700
New +$122K 0.01% 341