SVWG
Shared Vision Wealth Group’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21M | Buy |
14,337
+74
| +0.5% | +$21.7K | 2.1% | 12 |
|
|
2025
Q1 | $2.39M | Sell |
14,263
-1,631
| -10% | -$273K | 1.3% | 18 |
|
|
2024
Q4 | $3.68M | Sell |
15,894
-1,734
| -10% | -$402K | 1.94% | 10 |
|
|
2024
Q3 | $3.04M | Buy |
17,628
+15,868
| +902% | +$2.74M | 1.62% | 13 |
|
|
2024
Q2 | $2.82M | Sell |
1,760
-101
| -5% | -$162K | 1.64% | 14 |
|
|
2024
Q1 | $2.47M | Sell |
1,861
-210
| -10% | -$278K | 1.54% | 15 |
|
|
2023
Q4 | $2.31M | Buy |
+2,071
| New | +$2.31M | 1.54% | 15 |
|