MSFP
VMW

Mark Sheptoff Financial Planning’s VMware, Inc VMW Stock Holding History

Mark Sheptoff Financial Planning’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
-13
Closed -$2.16K – 411
2023
Q3 		$2.16K Hold
13
– – ﹤0.01% 337
2023
Q2 		$1.87K Hold
13
– – ﹤0.01% 347
2023
Q1 		$1.62K Hold
13
– – ﹤0.01% 349
2022
Q4 		$1.6K Hold
13
– – ﹤0.01% 355
2022
Q3 		$1K Hold
13
– – ﹤0.01% 362
2022
Q2 		$1K Hold
13
– – ﹤0.01% 375
2022
Q1 		$1K Hold
13
– – ﹤0.01% 422
2021
Q4 		$2K Buy
+13
New +$1.71K ﹤0.01% 423

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

Mark Sheptoff Financial Planning's VMW Position: Q4 2023 in Review

Mark Sheptoff Financial Planning sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 13 shares — an estimated $2.16K sold.

Mark Sheptoff Financial Planning first reported a position in VMW in Q4 2021 and held it in 8 quarters. The position peaked at $2.16K in Q3 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Mark Sheptoff Financial Planning reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 13 VMware, Inc shares in Q4 2023, an estimated $2.16K.
  • Mark Sheptoff Financial Planning first reported a position in VMware, Inc in Q4 2021 and held it in 8 quarters.
  • Mark Sheptoff Financial Planning's VMware, Inc position peaked at $2.16K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2023, filed 9 Feb 2024.