Harper Investing’s Vanguard Financials ETF VFH Stock Holding History

Harper Investing’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
2026 Q1	$4.8M	Buy	39,708 +2,009	+5%	+$256K	2.09%	14
2025 Q4	$5.03M	Buy	37,699 +4,331	+13%	+$563K	2.17%	16
2025 Q3	$4.38M	Buy	33,368 +5,531	+20%	+$716K	2.09%	16
2025 Q2	$3.54M	Buy	27,837 +69	+0.2%	+$8.23K	1.98%	16
2025 Q1	$3.32M	Buy	27,768 +6,309	+29%	+$769K	2.2%	14
2024 Q4	$2.53M	Sell	21,459 -3,448	-14%	-$408K	1.87%	13
2024 Q3	$2.74M	Buy	24,907 +5,000	+25%	+$530K	1.79%	15
2024 Q2	$1.99M	Buy	19,907 +11,179	+128%	+$1.12M	1.96%	16
2024 Q1	$894K	Buy	8,728 +6,059	+227%	+$581K	1.05%	17
2023 Q4	$246K	Buy	2,669 +85	+3%	+$7.14K	0.26%	15
2023 Q3	$207K	Buy	+2,584	New	+$216K	0.24%	17
2023 Q2	–	Sell	-4,231	Closed	-$330K	–	23
2023 Q1	$330K	Sell	4,231 -8,054	-66%	-$681K	0.41%	15
2022 Q4	$1.02M	Sell	12,285 -16,024	-57%	-$1.32M	1.25%	16
2022 Q3	$2.11M	Buy	28,309 +2,071	+8%	+$168K	2.16%	15
2022 Q2	$2.02M	Buy	26,238 +8,604	+49%	+$727K	2.06%	16
2022 Q1	$1.65M	Buy	+17,634	New	+$1.69M	1.53%	16

Other funds holding VFH

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Raymond James Financial

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

Fidelity Investments

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return