VWA
AVGO icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return