Vantage Wealth’s Broadcom AVGO Stock Holding History

Vantage Wealth’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.69M	Sell	7,773 -97	-1%	-$34.7K	0.58%	24
2025 Q3	$2.6M	Sell	7,870 -130	-2%	-$39.9K	0.56%	24
2025 Q2	$2.21M	Hold	8,000	–	–	0.5%	24
2025 Q1	$1.34M	Hold	8,000	–	–	0.3%	26
2024 Q4	$1.85M	Hold	8,000	–	–	0.4%	26
2024 Q3	$1.38M	Hold	8,000	–	–	0.3%	26
2024 Q2	$1.28M	Hold	8,000	–	–	0.3%	26
2024 Q1	$1.06M	Hold	8,000	–	–	0.25%	26
2023 Q4	$893K	Hold	8,000	–	–	0.2%	27
2023 Q3	$664K	Hold	8,000	–	–	0.17%	30
2023 Q2	$694K	Hold	8,000	–	–	0.18%	27
2023 Q1	$513K	Hold	8,000	–	–	0.14%	27
2022 Q4	$447K	Hold	8,000	–	–	0.12%	28
2022 Q3	$355K	Hold	8,000	–	–	0.1%	28
2022 Q2	$389K	Hold	8,000	–	–	0.11%	26
2022 Q1	$504K	Hold	8,000	–	–	0.11%	27
2021 Q4	$532K	Hold	8,000	–	–	0.12%	28
2021 Q3	$388K	Hold	8,000	–	–	0.1%	29
2021 Q2	$381K	Hold	8,000	–	–	0.09%	31
2021 Q1	$371K	Hold	8,000	–	–	0.09%	31
2020 Q4	$350K	Hold	8,000	–	–	0.09%	30
2020 Q3	$291K	Hold	8,000	–	–	0.09%	30
2020 Q2	$252K	Buy	+8,000	New	+$224K	0.09%	29
2020 Q1	–	Sell	-8,000	Closed	-$253K	–	29
2019 Q4	$253K	Hold	8,000	–	–	0.09%	30
2019 Q3	$221K	Hold	8,000	–	–	0.09%	31
2019 Q2	$230K	Hold	8,000	–	–	0.1%	30
2019 Q1	$241K	Hold	8,000	–	–	0.11%	28
2018 Q4	$203K	Buy	+8,000	New	+$189K	0.1%	28

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vantage Wealth's AVGO Position: Q4 2025 in Review

Vantage Wealth reduced its Broadcom (AVGO) stake by 1.2% in Q4 2025, selling an estimated $34.7K and leaving 7,773 shares worth $2.69M. The position accounts for 0.58% of the portfolio, ranked #24.

Vantage Wealth first reported a position in AVGO in Q4 2018 and has held it in 28 quarters since. 4,704 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.

Vantage Wealth held 7,773 shares of Broadcom worth $2.69M as of Q4 2025.
Vantage Wealth sold 97 Broadcom shares in Q4 2025, an estimated $34.7K.
Broadcom made up 0.58% of Vantage Wealth's portfolio in Q4 2025, its #24 holding.
Vantage Wealth first reported a position in Broadcom in Q4 2018 and has held it in 28 quarters since.
4,704 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.

Based on Vantage Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.