Values Added Financial’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$512K Buy
1,857
+216
+13% +$59.5K 0.25% 72
2025
Q1
$275K Buy
1,641
+84
+5% +$14.1K 0.15% 97
2024
Q4
$361K Sell
1,557
-35
-2% -$8.11K 0.21% 81
2024
Q3
$275K Buy
1,592
+32
+2% +$5.52K 0.17% 88
2024
Q2
$250K Buy
+1,560
New +$250K 0.18% 79