VWA
V Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-946
| Closed | -$460K | – | 373 |
|
|
2022
Q2 | $460K | Sell |
946
-60
| -6% | -$29.2K | 0.09% | 230 |
|
|
2022
Q1 | $633K | Buy |
1,006
+66
| +7% | +$41.5K | 0.1% | 207 |
|
|
2021
Q4 | $625K | Buy |
940
+173
| +23% | +$115K | 0.09% | 215 |
|
|
2021
Q3 | $372K | Sell |
767
-204
| -21% | -$98.9K | 0.06% | 319 |
|
|
2021
Q2 | $463K | Buy |
+971
| New | +$463K | 0.07% | 290 |
|
|
2020
Q1 | – | Sell |
-1,188
| Closed | -$328K | – | 317 |
|
|
2019
Q4 | $328K | Hold |
1,188
| – | – | 0.12% | 189 |
|
|
2019
Q3 | $328K | Buy |
1,188
+241
| +25% | +$66.5K | 0.12% | 190 |
|
|
2019
Q2 | $276K | Buy |
947
+158
| +20% | +$46K | 0.1% | 203 |
|
|
2019
Q1 | $248K | Buy |
+789
| New | +$248K | 0.1% | 205 |
|
|
2017
Q3 | – | Sell |
-585
| Closed | -$137K | – | 231 |
|
|
2017
Q2 | $137K | Sell |
585
-355
| -38% | -$83.1K | 0.06% | 212 |
|
|
2017
Q1 | $206K | Buy |
+940
| New | +$206K | 0.13% | 167 |
|