Wealth Enhancement Advisory Services
VMW

Wealth Enhancement Advisory Services’s VMware, Inc VMW Stock Holding History

Wealth Enhancement Advisory Services’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
-5,107
Closed -$850K – 2462
2023
Q3 		$850K Buy
+5,107
New +$818K ﹤0.01% 1168
2019
Q3 		– Sell
-5,444
Closed -$967K – 247
2019
Q2 		$967K Sell
5,444
-2,038
-27% -$382K 0.04% 166
2019
Q1 		$1.47M Buy
7,482
+1,005
+16% +$164K 0.08% 100
2018
Q4 		$956K Buy
+6,477
New +$978K 0.06% 126

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 $1.18B AUM 31.41% 1-Year Est. Return

Wealth Enhancement Advisory Services's VMW Position: Q4 2023 in Review

Wealth Enhancement Advisory Services sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 5,107 shares — an estimated $850K sold.

Wealth Enhancement Advisory Services first reported a position in VMW in Q4 2018 and held it in 4 quarters. The position peaked at $1.47M in Q1 2019. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Wealth Enhancement Advisory Services reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 5,107 VMware, Inc shares in Q4 2023, an estimated $850K.
  • Wealth Enhancement Advisory Services first reported a position in VMware, Inc in Q4 2018 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's VMware, Inc position peaked at $1.47M in Q1 2019.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2023, filed 30 Jan 2024.