HWA
VMW

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

Heritage 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
2023
Q4 		– Sell
-125
Closed -$20.8K – 602
2023
Q3 		$20.8K Hold
125
– – ﹤0.01% 379
2023
Q2 		$18K Hold
125
– – ﹤0.01% 406
2023
Q1 		$15.6K Hold
125
– – ﹤0.01% 417
2022
Q4 		$15.3K Hold
125
– – ﹤0.01% 426
2022
Q3 		$13.3K Hold
125
– – ﹤0.01% 406
2022
Q2 		$14K Hold
125
– – ﹤0.01% 446
2022
Q1 		$14K Hold
125
– – ﹤0.01% 418
2021
Q4 		$14K Buy
+125
New +$16.4K ﹤0.01% 428

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

Heritage Wealth Advisors's VMW Position: Q4 2023 in Review

Heritage Wealth Advisors sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 125 shares — an estimated $20.8K sold.

Heritage Wealth Advisors first reported a position in VMW in Q4 2021 and held it in 8 quarters. The position peaked at $20.8K in Q3 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Heritage Wealth Advisors reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Heritage Wealth Advisors sold 125 VMware, Inc shares in Q4 2023, an estimated $20.8K.
  • Heritage Wealth Advisors first reported a position in VMware, Inc in Q4 2021 and held it in 8 quarters.
  • Heritage Wealth Advisors's VMware, Inc position peaked at $20.8K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Heritage Wealth Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.