FSWA
VMW

Financial Synergies Wealth Advisors’s VMware, Inc VMW Stock Holding History

Financial Synergies Wealth Advisors’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
2024
Q1 		– Sell
-3
Closed -$369 – 568
2023
Q4 		$369 Buy
+3
New +$468 ﹤0.01% 401
2023
Q3 		– Sell
-3
Closed -$432 – 525
2023
Q2 		$432 Hold
3
– – ﹤0.01% 447
2023
Q1 		$375 Hold
3
– – ﹤0.01% 445
2022
Q4 		$369 Hold
3
– – ﹤0.01% 401
2022
Q3 		$320 Hold
3
– – ﹤0.01% 417
2022
Q2 		$342 Buy
+3
New +$341 ﹤0.01% 422

Other funds holding VMW

SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Financial Synergies Wealth Advisors's VMW Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of VMware, Inc (VMW) in Q1 2024, closing a stake of 3 shares — an estimated $369 sold.

Financial Synergies Wealth Advisors first reported a position in VMW in Q2 2022 and held it in 6 quarters. The position peaked at $432 in Q2 2023. 1 fund tracked by Wall St. Rank holds VMW as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining VMware, Inc position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 3 VMware, Inc shares in Q1 2024, an estimated $369.
  • Financial Synergies Wealth Advisors first reported a position in VMware, Inc in Q2 2022 and held it in 6 quarters.
  • Financial Synergies Wealth Advisors's VMware, Inc position peaked at $432 in Q2 2023.
  • 1 fund tracked by Wall St. Rank held VMware, Inc as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.