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	–	183
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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return