MGO Private Wealth’s Broadcom AVGO Stock Holding History

MGO Private Wealth’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-836	Closed	-$289K	–	27
2025 Q4	$289K	Sell	836 -75	-8%	-$26.8K	0.18%	55
2025 Q3	$301K	Buy	911 +119	+15%	+$36.5K	0.18%	57
2025 Q2	$218K	Buy	+792	New	+$172K	0.14%	58
2024 Q3	–	Sell	-2,340	Closed	-$376K	–	63
2024 Q2	$376K	Hold	2,340	–	–	0.24%	56
2024 Q1	$310K	Hold	2,340	–	–	0.19%	59
2023 Q4	$261K	Buy	+2,340	New	+$222K	0.18%	59
2023 Q3	–	Sell	-2,340	Closed	-$203K	–	70
2023 Q2	$203K	Buy	+2,340	New	+$167K	0.15%	66

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MGO Private Wealth's AVGO Position: Q1 2026 in Review

MGO Private Wealth sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 836 shares — an estimated $289K sold.

MGO Private Wealth first reported a position in AVGO in Q2 2023 and held it in 7 quarters. The position peaked at $376K in Q2 2024. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

MGO Private Wealth reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
MGO Private Wealth sold 836 Broadcom shares in Q1 2026, an estimated $289K.
MGO Private Wealth first reported a position in Broadcom in Q2 2023 and held it in 7 quarters.
MGO Private Wealth's Broadcom position peaked at $376K in Q2 2024.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on MGO Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.