Vanguard Capital Wealth Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.61M Sell
8,441
-266
-3% -$87.5K 2.42% 7
2025
Q4
$3.01M Sell
8,707
-366
-4% -$131K 2.41% 9
2025
Q3
$2.99M Sell
9,073
-6
-0.1% -$1.84K 2.39% 8
2025
Q2
$2.5M Sell
9,079
-112
-1% -$24.3K 2.48% 9
2025
Q1
$1.54M Sell
9,191
-354
-4% -$74.9K 1.88% 9
2024
Q4
$2.21M Sell
9,545
-110
-1% -$20.3K 2.41% 7
2024
Q3
$1.67M Sell
9,655
-18,365
-66% -$2.94M 1.75% 10
2024
Q2
$4.5M Buy
28,020
+150
+0.5% +$21K 3.04% 8
2024
Q1
$3.69M Sell
27,870
-110
-0.4% -$13.6K 2.6% 9
2023
Q4
$3.12M Buy
27,980
+300
+1% +$28.4K 2.53% 9
2023
Q3
$2.3M Buy
27,680
+100
+0.4% +$8.67K 2.13% 11
2023
Q2
$2.39M Buy
27,580
+120
+0.4% +$8.56K 2.17% 11
2023
Q1
$1.76M Buy
27,460
+150
+0.5% +$9.02K 1.75% 13
2022
Q4
$1.53M Buy
27,310
+160
+0.6% +$8.02K 1.77% 13
2022
Q3
$1.21M Buy
27,150
+150
+0.6% +$7.66K 1.47% 12
2022
Q2
$1.31M Buy
27,000
+110
+0.4% +$6.17K 1.48% 13
2022
Q1
$1.69M Buy
26,890
+110
+0.4% +$6.53K 1.21% 15
2021
Q4
$1.78M Buy
26,780
+130
+0.5% +$7.31K 1.28% 19
2021
Q3
$1.29K Buy
26,650
+630
+2% +$30.6K 0.87% 25
2021
Q2
$1.24M Hold
26,020
0.94% 26
2021
Q1
$1.26M Buy
26,020
+270
+1% +$12.5K 1.07% 24
2020
Q4
$1.12M Buy
+25,750
New +$1M 1.03% 23
2020
Q2
$815K Buy
+235,000
New +$6.58M 0.95% 32
2019
Q4
$790K Sell
25,030
-1,000
-4% -$30.4K 0.83% 31
2019
Q3
$718K Sell
26,030
-1,120
-4% -$31.8K 0.84% 32
2019
Q2
$781K Buy
27,150
+2,120
+8% +$61.8K 0.95% 30
2019
Q1
$752K Sell
25,030
-500
-2% -$13.6K 0.94% 29
2018
Q4
$649K Sell
25,530
-2,550
-9% -$60.2K 0.97% 28
2018
Q3
$692K Buy
+28,080
New +$630K 0.79% 34
2018
Q1
Sell
-16,740
Closed -$430K 108
2017
Q4
$430K Buy
+16,740
New +$435K 0.54% 58

Other funds holding AVGO

Vanguard Capital Wealth Advisors's AVGO Position: Q1 2026 in Review

Vanguard Capital Wealth Advisors reduced its Broadcom (AVGO) stake by 3.1% in Q1 2026, selling an estimated $87.5K and leaving 8,441 shares worth $2.61M. The position accounts for 2.42% of the portfolio, ranked #7.

Vanguard Capital Wealth Advisors first reported a position in AVGO in Q4 2017 and has held it in 30 quarters since. The position peaked at $4.5M in Q2 2024. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Vanguard Capital Wealth Advisors held 8,441 shares of Broadcom worth $2.61M as of Q1 2026.
  • Vanguard Capital Wealth Advisors sold 266 Broadcom shares in Q1 2026, an estimated $87.5K.
  • Broadcom made up 2.42% of Vanguard Capital Wealth Advisors's portfolio in Q1 2026, its #7 holding.
  • Vanguard Capital Wealth Advisors first reported a position in Broadcom in Q4 2017 and has held it in 30 quarters since.
  • Vanguard Capital Wealth Advisors's Broadcom position peaked at $4.5M in Q2 2024.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.