Harrison & Co Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$1.28M Buy
15,451
+2,907
+23% +$240K 1.24% 21
2022
Q3
$934K Sell
12,544
-1,442
-10% -$107K 0.99% 26
2022
Q2
$1.08M Sell
13,986
-140
-1% -$10.8K 1.03% 27
2022
Q1
$1.32M Sell
14,126
-425
-3% -$39.7K 1.16% 20
2021
Q4
$1.41M Buy
+14,551
New +$1.41M 1.18% 18