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VMware shares owned by BerganKDV Wealth Management

Quarter-by-quarter ownership of VMware shares owned by BerganKDV Wealth Management from 13F filings

Historical chart of BerganKDV Wealth Management investment in VMware

Tip: Access up to 7 years of quarterly data

All positions including VMware held by BerganKDV Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in VMware by BerganKDV Wealth Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $1.5M 10k 143.69
2023-03-31 $1.4M 11k 124.85
2022-12-31 $1.3M 11k 122.76
2022-09-30 $1.1M 11k 106.45
2022-06-30 $1.2M 11k 113.97
2022-03-31 $1.2M 10k 113.82
2021-12-31 $1.0M 8.7k 115.84
2021-09-30 $1.2M 7.8k 148.70
2021-06-30 $985k 6.2k 159.90
2021-03-31 $915k 6.1k 150.42
2020-12-31 $879k 6.3k 140.26
2020-09-30 $892k 6.2k 143.59
2020-06-30 $809k 5.2k 154.77
2020-03-31 $66k 541 122.00
2019-12-31 $82k 541 151.57
2019-09-30 $81k 541 149.72
2019-06-30 $90k 541 166.36
2019-03-31 $98k 541 181.15
2018-12-31 $74k 541 136.78
2018-09-30 $205k 1.3k 156.01
2018-06-30 $395k 2.7k 146.89
2018-03-31 $341k 2.8k 121.31
2017-12-31 $410k 3.3k 125.23
2017-09-30 $527k 4.8k 109.27

More positions owned by BerganKDV Wealth Management

Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Mbs Etf (MBB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for BerganKDV Wealth Management