VW
Vantage Wealth’s Broadcom AVGO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
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 | Buy |
8,000
+7,200
| +900% | +$1.24M | 0.3% | 26 |
|
2024
Q2 | $1.28M | Hold |
800
| – | – | 0.3% | 26 |
|
2024
Q1 | $1.06M | Hold |
800
| – | – | 0.25% | 26 |
|
2023
Q4 | $893K | Hold |
800
| – | – | 0.2% | 27 |
|
2023
Q3 | $664K | Hold |
800
| – | – | 0.17% | 30 |
|
2023
Q2 | $694K | Hold |
800
| – | – | 0.18% | 27 |
|
2023
Q1 | $513K | Hold |
800
| – | – | 0.14% | 27 |
|
2022
Q4 | $447K | Hold |
800
| – | – | 0.12% | 28 |
|
2022
Q3 | $355K | Hold |
800
| – | – | 0.1% | 28 |
|
2022
Q2 | $389K | Hold |
800
| – | – | 0.11% | 26 |
|
2022
Q1 | $504K | Hold |
800
| – | – | 0.11% | 27 |
|
2021
Q4 | $532K | Hold |
800
| – | – | 0.12% | 28 |
|
2021
Q3 | $388K | Hold |
800
| – | – | 0.1% | 29 |
|
2021
Q2 | $381K | Hold |
800
| – | – | 0.09% | 31 |
|
2021
Q1 | $371K | Hold |
800
| – | – | 0.09% | 31 |
|
2020
Q4 | $350K | Hold |
800
| – | – | 0.09% | 30 |
|
2020
Q3 | $291K | Hold |
800
| – | – | 0.09% | 30 |
|
2020
Q2 | $252K | Buy |
+800
| New | +$252K | 0.09% | 29 |
|
2020
Q1 | – | Sell |
-800
| Closed | -$253K | – | 29 |
|
2019
Q4 | $253K | Hold |
800
| – | – | 0.09% | 30 |
|
2019
Q3 | $221K | Hold |
800
| – | – | 0.09% | 31 |
|
2019
Q2 | $230K | Hold |
800
| – | – | 0.1% | 30 |
|
2019
Q1 | $241K | Hold |
800
| – | – | 0.11% | 28 |
|
2018
Q4 | $203K | Buy |
+800
| New | +$203K | 0.1% | 28 |
|