Vest Financial’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.3M | Buy |
91,690
+17,880
| +24% | +$4.93M | 0.36% | 110 |
|
|
2025
Q1 | $12.4M | Buy |
73,810
+23,751
| +47% | +$3.98M | 0.19% | 120 |
|
|
2024
Q4 | $11.6M | Buy |
50,059
+13,996
| +39% | +$3.24M | 0.21% | 114 |
|
|
2024
Q3 | $6.22M | Buy |
36,063
+14,003
| +63% | +$2.42M | 0.12% | 114 |
|
|
2024
Q2 | $3.54M | Buy |
22,060
+2,900
| +15% | +$466K | 0.09% | 114 |
|
|
2024
Q1 | $2.54M | Buy |
19,160
+12,270
| +178% | +$1.63M | 0.07% | 116 |
|
|
2023
Q4 | $769K | Buy |
+6,890
| New | +$769K | 0.03% | 116 |
|