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

Harrison & Co 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 Q4	$1.28M	Buy	15,451 +2,907	+23%	+$240K	1.24%	21
2022 Q3	$934K	Sell	12,544 -1,442	-10%	-$117K	0.99%	26
2022 Q2	$1.08M	Sell	13,986 -140	-1%	-$11.8K	1.03%	27
2022 Q1	$1.32M	Sell	14,126 -425	-3%	-$40.7K	1.16%	20
2021 Q4	$1.41M	Buy	+14,551	New	+$1.42M	1.18%	18

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Harrison & Co Wealth Management's VFH Position: Q4 2022 in Review

Harrison & Co Wealth Management increased its Vanguard Financials ETF (VFH) stake by 23% in Q4 2022, buying an estimated $240K and bringing the position to 15,451 shares worth $1.28M. The position accounts for 1.24% of the portfolio, ranked #21.

Harrison & Co Wealth Management first reported a position in VFH in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.41M in Q4 2021. 581 funds tracked by Wall St. Rank hold VFH as of Q4 2022.

Harrison & Co Wealth Management held 15,451 shares of Vanguard Financials ETF worth $1.28M as of Q4 2022.
Harrison & Co Wealth Management bought 2,907 Vanguard Financials ETF shares in Q4 2022, an estimated $240K.
Vanguard Financials ETF made up 1.24% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #21 holding.
Harrison & Co Wealth Management first reported a position in Vanguard Financials ETF in Q4 2021 and has held it in 5 quarters since.
Harrison & Co Wealth Management's Vanguard Financials ETF position peaked at $1.41M in Q4 2021.
581 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.