Vestia Personal Wealth Advisors’s Broadcom AVGO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$543K	Sell	1,968 -20	-1%	-$5.51K	0.37%	45
2025 Q1	$333K	Sell	1,988 -454	-19%	-$76K	0.26%	58
2024 Q4	$566K	Buy	2,442 +644	+36%	+$149K	0.47%	39
2024 Q3	$310K	Sell	1,798 -212	-11%	-$36.6K	0.29%	53
2024 Q2	$324K	Buy	+2,010	New	+$324K	0.35%	47