Transform Wealth’s VF Corp VFC Stock Holding History

Transform Wealth’s Portfolio VFC Stock Details VFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-25,053	Closed	-$2.5M	–	238
2019 Q4	$2.5M	Buy	25,053 +886	+4%	+$79.4K	0.4%	81
2019 Q3	$2.15M	Buy	24,167 +52	+0.2%	+$4.44K	0.38%	88
2019 Q2	$2.11M	Sell	24,115 -1,846	-7%	-$159K	0.31%	97
2019 Q1	$2.13M	Sell	25,961 -66	-0.3%	-$5.15K	0.39%	89
2018 Q4	$1.75M	Sell	26,027 -254	-1%	-$19.4K	0.36%	87
2018 Q3	$2.31M	Buy	26,281 +295	+1%	+$25.2K	0.4%	80
2018 Q2	$2M	Sell	25,986 -445	-2%	-$33.5K	0.36%	87
2018 Q1	$1.84M	Buy	26,431 +973	+4%	+$70.4K	0.35%	91
2017 Q4	$1.77M	Buy	25,458 +730	+3%	+$48.2K	0.33%	101
2017 Q3	$1.48M	Buy	+24,728	New	+$1.43M	0.52%	63
2017 Q2	–	Sell	-24,073	Closed	-$1.25M	–	181
2017 Q1	$1.25M	Buy	24,073 +12,185	+102%	+$601K	0.47%	67
2016 Q4	$597K	Buy	11,888 +1,035	+10%	+$53.7K	0.24%	138
2016 Q3	$573K	Sell	10,853 -12,837	-54%	-$741K	0.25%	125
2016 Q2	$1.37M	Buy	+23,690	New	+$1.4M	0.58%	59

Other funds holding VFC

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Transform Wealth's VFC Position: Q1 2020 in Review

Transform Wealth sold out of VF Corp (VFC) in Q1 2020, closing a stake of 25,053 shares — an estimated $2.5M sold.

Transform Wealth first reported a position in VFC in Q2 2016 and held it in 14 quarters. The position peaked at $2.5M in Q4 2019. 838 funds tracked by Wall St. Rank hold VFC as of Q1 2020.

Transform Wealth reported no remaining VF Corp position as of Q1 2020 after selling out during the quarter.
Transform Wealth sold 25,053 VF Corp shares in Q1 2020, an estimated $2.5M.
Transform Wealth first reported a position in VF Corp in Q2 2016 and held it in 14 quarters.
Transform Wealth's VF Corp position peaked at $2.5M in Q4 2019.
838 funds tracked by Wall St. Rank held VF Corp as of Q1 2020.

Based on Transform Wealth's 13F filing for Q1 2020, filed 30 Apr 2020.