Hara Capital’s Vanguard Financials ETF VFH Stock Holding History

Hara Capital’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
2025 Q1	–	Sell	-924	Closed	-$109K	–	332
2024 Q4	$109K	Buy	+924	New	+$109K	0.03%	180

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hara Capital's VFH Position: Q1 2025 in Review

Hara Capital sold out of Vanguard Financials ETF (VFH) in Q1 2025, closing a stake of 924 shares — an estimated $109K sold.

Hara Capital first reported a position in VFH in Q4 2024 and held it in 1 quarter. The position peaked at $109K in Q4 2024. 700 funds tracked by Wall St. Rank hold VFH as of Q1 2025.

Hara Capital reported no remaining Vanguard Financials ETF position as of Q1 2025 after selling out during the quarter.
Hara Capital sold 924 Vanguard Financials ETF shares in Q1 2025, an estimated $109K.
Hara Capital first reported a position in Vanguard Financials ETF in Q4 2024 and held it in 1 quarter.
Hara Capital's Vanguard Financials ETF position peaked at $109K in Q4 2024.
700 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2025.

Based on Hara Capital's 13F filing for Q1 2025, filed 30 Apr 2025.