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Beaird Harris Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Beaird Harris Wealth Management’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-295
Closed -$28K – 731
2021
Q4 		$28K Buy
+295
New +$28.7K 0.01% 291

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Beaird Harris Wealth Management's VFH Position: Q1 2022 in Review

Beaird Harris Wealth Management sold out of Vanguard Financials ETF (VFH) in Q1 2022, closing a stake of 295 shares — an estimated $28K sold.

Beaird Harris Wealth Management first reported a position in VFH in Q4 2021 and held it in 1 quarter. The position peaked at $28K in Q4 2021. 604 funds tracked by Wall St. Rank hold VFH as of Q1 2022.

  • Beaird Harris Wealth Management reported no remaining Vanguard Financials ETF position as of Q1 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 295 Vanguard Financials ETF shares in Q1 2022, an estimated $28K.
  • Beaird Harris Wealth Management first reported a position in Vanguard Financials ETF in Q4 2021 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Vanguard Financials ETF position peaked at $28K in Q4 2021.
  • 604 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2022, filed 27 May 2022.