WCM
VMW

Wealthcare Capital Management’s VMware, Inc VMW Stock Holding History

Wealthcare Capital Management’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
2021
Q2 		– Sell
-550
Closed -$83K – 720
2021
Q1 		$83K Buy
+550
New +$78.6K 0.01% 109
2015
Q2 		– Sell
-7
Closed -$1K – 902
2015
Q1 		$1K Buy
+7
New +$573 ﹤0.01% 895

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wealthcare Capital Management's VMW Position: Q2 2021 in Review

Wealthcare Capital Management sold out of VMware, Inc (VMW) in Q2 2021, closing a stake of 550 shares — an estimated $83K sold.

Wealthcare Capital Management first reported a position in VMW in Q1 2015 and held it in 2 quarters. The position peaked at $83K in Q1 2021. 623 funds tracked by Wall St. Rank hold VMW as of Q2 2021.

  • Wealthcare Capital Management reported no remaining VMware, Inc position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 550 VMware, Inc shares in Q2 2021, an estimated $83K.
  • Wealthcare Capital Management first reported a position in VMware, Inc in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's VMware, Inc position peaked at $83K in Q1 2021.
  • 623 funds tracked by Wall St. Rank held VMware, Inc as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.