Berry Group’s Vanguard Financials ETF VFH Stock Holding History

Berry Group’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
2020 Q1	–	Sell	-3,107	Closed	-$237K	–	123
2019 Q4	$237K	Buy	+3,107	New	+$227K	0.13%	111

Other funds holding VFH

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Berry Group's VFH Position: Q1 2020 in Review

Berry Group sold out of Vanguard Financials ETF (VFH) in Q1 2020, closing a stake of 3,107 shares — an estimated $237K sold.

Berry Group first reported a position in VFH in Q4 2019 and held it in 1 quarter. The position peaked at $237K in Q4 2019. 347 funds tracked by Wall St. Rank hold VFH as of Q1 2020.

Berry Group reported no remaining Vanguard Financials ETF position as of Q1 2020 after selling out during the quarter.
Berry Group sold 3,107 Vanguard Financials ETF shares in Q1 2020, an estimated $237K.
Berry Group first reported a position in Vanguard Financials ETF in Q4 2019 and held it in 1 quarter.
Berry Group's Vanguard Financials ETF position peaked at $237K in Q4 2019.
347 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2020.

Based on Berry Group's 13F filing for Q1 2020, filed 11 May 2020.