Vertex Planning Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Buy |
1,716
+114
| +7% | +$31.4K | 0.1% | 111 |
|
|
2025
Q1 | $268K | Sell |
1,602
-61
| -4% | -$10.2K | 0.06% | 154 |
|
|
2024
Q4 | $386K | Buy |
1,663
+475
| +40% | +$110K | 0.09% | 127 |
|
|
2024
Q3 | $205K | Buy |
+1,188
| New | +$205K | 0.05% | 158 |
|
|
2023
Q1 | – | Sell |
-4,880
| Closed | -$273K | – | 123 |
|
|
2022
Q4 | $273K | Buy |
+4,880
| New | +$273K | 0.11% | 114 |
|