LWA
VMW

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

Lineweaver 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
-1,798
Closed -$299K – 147
2023
Q3 		$299K Hold
1,798
– – 0.09% 117
2023
Q2 		$258K Hold
1,798
– – 0.07% 106
2023
Q1 		$224K Hold
1,798
– – 0.07% 115
2022
Q4 		$221K Buy
+1,798
New +$207K 0.07% 114
2022
Q3 		– Sell
-1,798
Closed -$204K – 135
2022
Q2 		$204K Sell
1,798
-927
-34% -$105K 0.07% 121
2022
Q1 		$310K Sell
2,725
-880
-24% -$107K 0.09% 112
2021
Q4 		$417K Buy
3,605
+1,378
+62% +$181K 0.12% 95
2021
Q3 		$331K Hold
2,227
– – 0.1% 104
2021
Q2 		$356K Hold
2,227
– – 0.12% 89
2021
Q1 		$335K Buy
2,227
+25
+1% +$3.57K 0.12% 85
2020
Q4 		$308K Hold
2,202
– – 0.12% 77
2020
Q3 		$316K Hold
2,202
– – 0.14% 69
2020
Q2 		$341K Buy
2,202
+20
+0.9% +$2.75K 0.17% 58
2020
Q1 		$266K Hold
2,182
– – 0.17% 62
2019
Q4 		$331K Buy
+2,182
New +$342K 0.19% 48

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 $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 $1.05B AUM 19.75% 1-Year Est. Return