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TrueWealth Advisors’s Virtus Reaves Utilities ETF UTES Stock Holding History

TrueWealth Advisors’s Portfolio UTES Stock Details UTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$558K Buy
7,384
+408
+6% +$30.8K 0.17% 115
2025
Q1 		$451K Buy
6,976
+1,594
+30% +$103K 0.15% 120
2024
Q4 		$343K Buy
+5,382
New +$343K 0.11% 155