Vanguard Capital Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Sell |
9,079
-112
| -1% | -$30.9K | 2.48% | 9 |
|
|
2025
Q1 | $1.54M | Sell |
9,191
-354
| -4% | -$59.3K | 1.88% | 9 |
|
|
2024
Q4 | $2.21M | Sell |
9,545
-110
| -1% | -$25.5K | 2.41% | 7 |
|
|
2024
Q3 | $1.67M | Sell |
9,655
-18,365
| -66% | -$3.17M | 1.75% | 10 |
|
|
2024
Q2 | $4.5M | Buy |
28,020
+150
| +0.5% | +$24.1K | 3.04% | 8 |
|
|
2024
Q1 | $3.69M | Sell |
27,870
-110
| -0.4% | -$14.6K | 2.6% | 9 |
|
|
2023
Q4 | $3.12M | Buy |
27,980
+300
| +1% | +$33.5K | 2.53% | 9 |
|
|
2023
Q3 | $2.3M | Buy |
27,680
+100
| +0.4% | +$8.31K | 2.13% | 11 |
|
|
2023
Q2 | $2.39M | Buy |
27,580
+120
| +0.4% | +$10.4K | 2.17% | 11 |
|
|
2023
Q1 | $1.76M | Buy |
27,460
+150
| +0.5% | +$9.62K | 1.75% | 13 |
|
|
2022
Q4 | $1.53M | Buy |
27,310
+160
| +0.6% | +$8.95K | 1.77% | 13 |
|
|
2022
Q3 | $1.21M | Buy |
27,150
+150
| +0.6% | +$6.66K | 1.47% | 12 |
|
|
2022
Q2 | $1.31M | Buy |
27,000
+110
| +0.4% | +$5.34K | 1.48% | 13 |
|
|
2022
Q1 | $1.69M | Buy |
26,890
+110
| +0.4% | +$6.93K | 1.21% | 15 |
|
|
2021
Q4 | $1.78M | Buy |
26,780
+130
| +0.5% | +$8.65K | 1.28% | 19 |
|
|
2021
Q3 | $1.29K | Buy |
26,650
+630
| +2% | +$31 | 0.87% | 25 |
|
|
2021
Q2 | $1.24M | Hold |
26,020
| – | – | 0.94% | 26 |
|
|
2021
Q1 | $1.26M | Buy |
26,020
+270
| +1% | +$13K | 1.07% | 24 |
|
|
2020
Q4 | $1.12M | Buy |
+25,750
| New | +$1.12M | 1.03% | 23 |
|
|
2020
Q2 | $815K | Buy |
+235,000
| New | +$815K | 0.95% | 32 |
|
|
2019
Q4 | $790K | Sell |
25,030
-1,000
| -4% | -$31.6K | 0.83% | 31 |
|
|
2019
Q3 | $718K | Sell |
26,030
-1,120
| -4% | -$30.9K | 0.84% | 32 |
|
|
2019
Q2 | $781K | Buy |
27,150
+2,120
| +8% | +$61K | 0.95% | 30 |
|
|
2019
Q1 | $752K | Sell |
25,030
-500
| -2% | -$15K | 0.94% | 29 |
|
|
2018
Q4 | $649K | Sell |
25,530
-2,550
| -9% | -$64.8K | 0.97% | 28 |
|
|
2018
Q3 | $692K | Buy |
+28,080
| New | +$692K | 0.79% | 34 |
|
|
2018
Q1 | – | Sell |
-16,740
| Closed | -$430K | – | 108 |
|
|
2017
Q4 | $430K | Buy |
+16,740
| New | +$430K | 0.54% | 58 |
|