Total Wealth Planning’s Broadcom AVGO Stock Holding History

Total Wealth Planning’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
2025 Q4	–	Sell	-645	Closed	-$213K	–	42
2025 Q3	$213K	Buy	+645	New	+$198K	0.02%	107

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Total Wealth Planning's AVGO Position: Q4 2025 in Review

Total Wealth Planning sold out of Broadcom (AVGO) in Q4 2025, closing a stake of 645 shares — an estimated $213K sold.

Total Wealth Planning first reported a position in AVGO in Q3 2025 and held it in 1 quarter. The position peaked at $213K in Q3 2025. 4,701 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.

Total Wealth Planning reported no remaining Broadcom position as of Q4 2025 after selling out during the quarter.
Total Wealth Planning sold 645 Broadcom shares in Q4 2025, an estimated $213K.
Total Wealth Planning first reported a position in Broadcom in Q3 2025 and held it in 1 quarter.
Total Wealth Planning's Broadcom position peaked at $213K in Q3 2025.
4,701 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.