Vantage Financial Partners (Illinois)’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $1.42M | Sell |
8,860
-1,100
| -11% | -$177K | 0.35% | 47 |
|
2024
Q1 | $1.32M | Buy |
9,960
+100
| +1% | +$13.3K | 0.34% | 49 |
|
2023
Q4 | $1.1M | Buy |
9,860
+5,410
| +122% | +$604K | 0.33% | 51 |
|
2023
Q3 | $370K | Sell |
4,450
-200
| -4% | -$16.6K | 0.21% | 72 |
|
2023
Q2 | $403K | Sell |
4,650
-18,200
| -80% | -$1.58M | 0.22% | 65 |
|
2023
Q1 | $1.47M | Hold |
22,850
| – | – | 0.87% | 24 |
|
2022
Q4 | $1.28M | Buy |
22,850
+750
| +3% | +$41.9K | 0.73% | 36 |
|
2022
Q3 | $981K | Sell |
22,100
-750
| -3% | -$33.3K | 0.63% | 34 |
|
2022
Q2 | $1.11M | Buy |
22,850
+1,500
| +7% | +$72.9K | 0.66% | 36 |
|
2022
Q1 | $1.34M | Buy |
21,350
+1,250
| +6% | +$78.7K | 0.7% | 30 |
|
2021
Q4 | $1.34M | Buy |
20,100
+2,450
| +14% | +$163K | 0.68% | 29 |
|
2021
Q3 | $856K | Buy |
17,650
+500
| +3% | +$24.2K | 0.46% | 40 |
|
2021
Q2 | $818K | Buy |
17,150
+2,200
| +15% | +$105K | 0.46% | 39 |
|
2021
Q1 | $693K | Buy |
14,950
+8,190
| +121% | +$380K | 0.39% | 43 |
|
2020
Q4 | $296K | Buy |
+6,760
| New | +$296K | 0.17% | 64 |
|