EP Wealth Advisors’s VMware, Inc VMW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,676
Closed -$279K 849
2023
Q3
$279K Sell
1,676
-70,954
-98% -$11.8M ﹤0.01% 573
2023
Q2
$267K Buy
72,630
+165
+0.2% +$607 ﹤0.01% 587
2023
Q1
$3.37M Buy
+72,465
New +$3.37M 0.06% 172