BSW
VMW

Buckingham Strategic Wealth’s VMware, Inc VMW Stock Holding History

Buckingham Strategic Wealth’s Portfolio VMW Stock Details VMW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,228
Closed -$371K – 751
2023
Q3 		$371K Sell
2,228
-1,817
-45% -$291K 0.01% 492
2023
Q2 		$581K Buy
4,045
+697
+21% +$90.4K 0.01% 394
2023
Q1 		$411K Hold
3,348
– – 0.01% 425
2022
Q4 		$411K Buy
3,348
+1,133
+51% +$131K 0.01% 427
2022
Q3 		$236K Buy
2,215
+274
+14% +$31.6K ﹤0.01% 516
2022
Q2 		$221K Sell
1,941
-848
-30% -$96.3K ﹤0.01% 538
2022
Q1 		$318K Buy
2,789
+190
+7% +$23K 0.01% 458
2021
Q4 		$301K Buy
+2,599
New +$342K 0.01% 471

Other funds holding VMW

WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
AAB
ABN AMRO Bank Amsterdam, Netherlands $9.27B AUM 20.48% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

Buckingham Strategic Wealth's VMW Position: Q4 2023 in Review

Buckingham Strategic Wealth sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 2,228 shares — an estimated $371K sold.

Buckingham Strategic Wealth first reported a position in VMW in Q4 2021 and held it in 8 quarters. The position peaked at $581K in Q2 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Buckingham Strategic Wealth reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 2,228 VMware, Inc shares in Q4 2023, an estimated $371K.
  • Buckingham Strategic Wealth first reported a position in VMware, Inc in Q4 2021 and held it in 8 quarters.
  • Buckingham Strategic Wealth's VMware, Inc position peaked at $581K in Q2 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.