TFA
VMW

Toth Financial Advisory’s VMware, Inc VMW Stock Holding History

Toth Financial Advisory’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
-102
Closed -$17K – 811
2023
Q3 		$17K Sell
102
-103
-50% -$16.5K ﹤0.01% 391
2023
Q2 		$29.5K Hold
205
– – ﹤0.01% 333
2023
Q1 		$25.6K Buy
205
+103
+101% +$12.4K ﹤0.01% 355
2022
Q4 		$12.5K Hold
102
– – ﹤0.01% 423
2022
Q3 		$11K Hold
102
– – ﹤0.01% 447
2022
Q2 		$12K Buy
102
+80
+364% +$9.08K ﹤0.01% 421
2022
Q1 		$3K Hold
22
– – ﹤0.01% 608
2021
Q4 		$3K Hold
22
– – ﹤0.01% 631
2021
Q3 		$3K Buy
22
+12
+120% +$1.82K ﹤0.01% 628
2021
Q2 		$2K Buy
+10
New +$1.6K ﹤0.01% 625
2020
Q3 		– Sell
-3
Closed – – 622
2020
Q2 		$0 Buy
+3
New +$412 ﹤0.01% 621

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 $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

Toth Financial Advisory's VMW Position: Q4 2023 in Review

Toth Financial Advisory sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 102 shares — an estimated $17K sold.

Toth Financial Advisory first reported a position in VMW in Q2 2020 and held it in 11 quarters. The position peaked at $29.5K in Q2 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Toth Financial Advisory reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 102 VMware, Inc shares in Q4 2023, an estimated $17K.
  • Toth Financial Advisory first reported a position in VMware, Inc in Q2 2020 and held it in 11 quarters.
  • Toth Financial Advisory's VMware, Inc position peaked at $29.5K in Q2 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Toth Financial Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.