VNA
Valley National Advisers’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.96M | Buy |
21,631
+355
| +2% | +$97.8K | 0.97% | 18 |
|
|
2025
Q1 | $3.56M | Buy |
21,276
+393
| +2% | +$65.8K | 0.64% | 28 |
|
|
2024
Q4 | $4.84M | Buy |
20,883
+50
| +0.2% | +$11.6K | 0.87% | 22 |
|
|
2024
Q3 | $3.59M | Buy |
20,833
+19,669
| +1,690% | +$3.39M | 0.65% | 32 |
|
|
2024
Q2 | $1.87M | Buy |
1,164
+21
| +2% | +$33.7K | 0.28% | 77 |
|
|
2024
Q1 | $1.51M | Buy |
1,143
+47
| +4% | +$62.3K | 0.23% | 85 |
|
|
2023
Q4 | $1.22M | Buy |
1,096
+83
| +8% | +$92.6K | 0.19% | 99 |
|
|
2023
Q3 | $841K | Buy |
1,013
+41
| +4% | +$34K | 0.15% | 119 |
|
|
2023
Q2 | $844K | Sell |
972
-382
| -28% | -$332K | 0.14% | 123 |
|
|
2023
Q1 | $859K | Buy |
1,354
+12
| +0.9% | +$7.61K | 0.15% | 118 |
|
|
2022
Q4 | $775K | Buy |
1,342
+191
| +17% | +$110K | 0.14% | 124 |
|
|
2022
Q3 | $500K | Buy |
1,151
+28
| +2% | +$12.2K | 0.1% | 160 |
|
|
2022
Q2 | $560K | Sell |
1,123
-47
| -4% | -$23.4K | 0.12% | 149 |
|
|
2022
Q1 | $737K | Sell |
1,170
-81
| -6% | -$51K | 0.14% | 141 |
|
|
2021
Q4 | $832K | Buy |
1,251
+134
| +12% | +$89.1K | 0.15% | 129 |
|
|
2021
Q3 | $542K | Hold |
1,117
| – | – | 0.1% | 151 |
|
|
2021
Q2 | $533K | Sell |
1,117
-42
| -4% | -$20K | 0.1% | 148 |
|
|
2021
Q1 | $537K | Sell |
1,159
-6,854
| -86% | -$3.18M | 0.1% | 145 |
|
|
2020
Q4 | $3.51M | Sell |
8,013
-472
| -6% | -$207K | 0.74% | 22 |
|
|
2020
Q3 | $3.09M | Sell |
8,485
-326
| -4% | -$119K | 0.71% | 22 |
|
|
2020
Q2 | $2.78M | Sell |
8,811
-270
| -3% | -$85.2K | 0.64% | 25 |
|
|
2020
Q1 | $2.15M | Buy |
9,081
+1,335
| +17% | +$317K | 0.6% | 34 |
|
|
2019
Q4 | $2.45M | Sell |
7,746
-46
| -0.6% | -$14.5K | 0.61% | 39 |
|
|
2019
Q3 | $2.15M | Buy |
7,792
+5,926
| +318% | +$1.64M | 0.59% | 39 |
|
|
2019
Q2 | $537K | Buy |
1,866
+43
| +2% | +$12.4K | 0.15% | 111 |
|
|
2019
Q1 | $548K | Buy |
1,823
+1,302
| +250% | +$391K | 0.16% | 109 |
|
|
2018
Q4 | $132K | Buy |
+521
| New | +$132K | 0.04% | 194 |
|
|
2018
Q3 | – | Sell |
-11
| Closed | -$3K | – | 682 |
|
|
2018
Q2 | $3K | Hold |
11
| – | – | ﹤0.01% | 519 |
|
|
2018
Q1 | $3K | Hold |
11
| – | – | ﹤0.01% | 506 |
|
|
2017
Q4 | $3K | Hold |
11
| – | – | ﹤0.01% | 516 |
|
|
2017
Q3 | $3K | Buy |
+11
| New | +$3K | ﹤0.01% | 508 |
|
|
2016
Q1 | – | Sell |
-10
| Closed | -$1K | – | 591 |
|
|
2015
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 558 |
|
|
2015
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 557 |
|
|
2015
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 563 |
|
|
2015
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 526 |
|