V Wealth Advisors’s Broadcom AVGO Stock Holding History

V Wealth Advisors’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
2022 Q3	–	Sell	-9,460	Closed	-$460K	–	377
2022 Q2	$460K	Sell	9,460 -600	-6%	-$33.7K	0.09%	230
2022 Q1	$633K	Buy	10,060 +660	+7%	+$39.2K	0.1%	207
2021 Q4	$625K	Buy	9,400 +1,730	+23%	+$97.2K	0.09%	215
2021 Q3	$372K	Sell	7,670 -2,040	-21%	-$99.2K	0.06%	320
2021 Q2	$463K	Buy	+9,710	New	+$450K	0.07%	290
2020 Q1	–	Sell	-11,880	Closed	-$328K	–	317
2019 Q4	$328K	Hold	11,880	–	–	0.12%	191
2019 Q3	$328K	Buy	11,880 +2,410	+25%	+$68.5K	0.12%	191
2019 Q2	$276K	Buy	9,470 +1,580	+20%	+$46K	0.1%	203
2019 Q1	$248K	Buy	+7,890	New	+$214K	0.1%	205
2017 Q3	–	Sell	-5,850	Closed	-$137K	–	231
2017 Q2	$137K	Sell	5,850 -3,550	-38%	-$82.4K	0.06%	212
2017 Q1	$206K	Buy	+9,400	New	+$194K	0.13%	167

Other funds holding AVGO

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

V Wealth Advisors's AVGO Position: Q3 2022 in Review

V Wealth Advisors sold out of Broadcom (AVGO) in Q3 2022, closing a stake of 9,460 shares — an estimated $460K sold.

V Wealth Advisors first reported a position in AVGO in Q1 2017 and held it in 11 quarters. The position peaked at $633K in Q1 2022. 2,012 funds tracked by Wall St. Rank hold AVGO as of Q3 2022.

V Wealth Advisors reported no remaining Broadcom position as of Q3 2022 after selling out during the quarter.
V Wealth Advisors sold 9,460 Broadcom shares in Q3 2022, an estimated $460K.
V Wealth Advisors first reported a position in Broadcom in Q1 2017 and held it in 11 quarters.
V Wealth Advisors's Broadcom position peaked at $633K in Q1 2022.
2,012 funds tracked by Wall St. Rank held Broadcom as of Q3 2022.

Based on V Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.