CFFP
VMW

Center for Financial Planning’s VMware, Inc VMW Stock Holding History

Center for Financial Planning’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
-135
Closed -$22.5K – 535
2023
Q3 		$22.5K Hold
135
– – ﹤0.01% 295
2023
Q2 		$19.4K Hold
135
– – ﹤0.01% 319
2023
Q1 		$16.9K Hold
135
– – ﹤0.01% 304
2022
Q4 		$16.6K Hold
135
– – ﹤0.01% 302
2022
Q3 		$14K Hold
135
– – ﹤0.01% 327
2022
Q2 		$15K Hold
135
– – ﹤0.01% 324
2022
Q1 		$15K Buy
135
+8
+6% +$970 ﹤0.01% 340
2021
Q4 		$15K Buy
+127
New +$16.7K ﹤0.01% 344

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

Center for Financial Planning's VMW Position: Q4 2023 in Review

Center for Financial Planning sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 135 shares — an estimated $22.5K sold.

Center for Financial Planning first reported a position in VMW in Q4 2021 and held it in 8 quarters. The position peaked at $22.5K in Q3 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Center for Financial Planning reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Center for Financial Planning sold 135 VMware, Inc shares in Q4 2023, an estimated $22.5K.
  • Center for Financial Planning first reported a position in VMware, Inc in Q4 2021 and held it in 8 quarters.
  • Center for Financial Planning's VMware, Inc position peaked at $22.5K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Center for Financial Planning's 13F filing for Q4 2023, filed 29 Jan 2024.