Larson Financial Group’s VMware, Inc VMW Stock Holding History

Larson Financial Group’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	-83	Closed	-$13.9K	–	1924
2023 Q3	$13.9K	Buy	83 +57	+219%	+$9.13K	﹤0.01%	912
2023 Q2	$3.8K	Hold	26	–	–	﹤0.01%	1159
2023 Q1	$3.3K	Hold	26	–	–	﹤0.01%	1160
2022 Q4	$3.25K	Hold	26	–	–	﹤0.01%	1115
2022 Q3	$3K	Hold	26	–	–	﹤0.01%	1084
2022 Q2	$3K	Buy	26 +5	+24%	+$568	﹤0.01%	995
2022 Q1	$2K	Hold	21	–	–	﹤0.01%	943
2021 Q4	$2K	Buy	21 +20	+2,000%	+$2.63K	﹤0.01%	983
2021 Q3	$0	Hold	1	–	–	﹤0.01%	970
2021 Q2	$0	Hold	1	–	–	﹤0.01%	964
2021 Q1	$0	Hold	1	–	–	﹤0.01%	947
2020 Q4	$0	Hold	1	–	–	﹤0.01%	877
2020 Q3	$0	Hold	1	–	–	﹤0.01%	862
2020 Q2	$0	Hold	1	–	–	﹤0.01%	780
2020 Q1	$0	Sell	1 -42	-98%	-$5.77K	﹤0.01%	682
2019 Q4	$7K	Buy	43 +19	+79%	+$2.98K	﹤0.01%	340
2019 Q3	$4K	Hold	24	–	–	﹤0.01%	394
2019 Q2	$4K	Sell	24 -41	-63%	-$7.68K	﹤0.01%	343
2019 Q1	$12K	Hold	65	–	–	0.01%	223
2018 Q4	$9K	Buy	+65	New	+$9.82K	0.01%	235

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 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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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 $8.74B AUM 14.62% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

Larson Financial Group's VMW Position: Q4 2023 in Review

Larson Financial Group sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 83 shares — an estimated $13.9K sold.

Larson Financial Group first reported a position in VMW in Q4 2018 and held it in 20 quarters. The position peaked at $13.9K in Q3 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

Larson Financial Group reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
Larson Financial Group sold 83 VMware, Inc shares in Q4 2023, an estimated $13.9K.
Larson Financial Group first reported a position in VMware, Inc in Q4 2018 and held it in 20 quarters.
Larson Financial Group's VMware, Inc position peaked at $13.9K in Q3 2023.
8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Larson Financial Group's 13F filing for Q4 2023, filed 1 Feb 2024.