Heritage Wealth Management (Arizona)’s VMware, Inc VMW Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$39.5K	Buy	322 +151	+88%	+$17.4K	0.01%	540
2022 Q3	$18K	Sell	171 -51	-23%	-$5.87K	0.01%	558
2022 Q2	$25.3K	Hold	222	–	–	0.01%	503
2022 Q1	$25K	Buy	+222	New	+$26.9K	0.01%	566
2021 Q3	$44K	Sell	297 -85	-22%	-$12.9K	0.02%	468
2021 Q2	$61K	Sell	382 -614	-62%	-$98.2K	0.02%	432
2021 Q1	$150K	Buy	+996	New	+$142K	0.08%	198

Other funds holding VMW

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s VMW Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its VMware, Inc (VMW) stake by 88% in Q4 2022, buying an estimated $17.4K and bringing the position to 322 shares worth $39.5K. The position accounts for 0.01% of the portfolio, ranked #540.

Heritage Wealth Management (Arizona) first reported a position in VMW in Q1 2021 and has held it in 7 quarters since. The position peaked at $150K in Q1 2021. 878 funds tracked by Wall St. Rank hold VMW as of Q4 2022.

Heritage Wealth Management (Arizona) held 322 shares of VMware, Inc worth $39.5K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 151 VMware, Inc shares in Q4 2022, an estimated $17.4K.
VMware, Inc made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #540 holding.
Heritage Wealth Management (Arizona) first reported a position in VMware, Inc in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s VMware, Inc position peaked at $150K in Q1 2021.
878 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.