VWA
Visionary Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9M | Sell |
64,797
-228
| -0.4% | -$62.8K | 0.91% | 22 |
|
|
2025
Q1 | $10.9M | Sell |
65,025
-6,996
| -10% | -$1.17M | 0.65% | 37 |
|
|
2024
Q4 | $16.7M | Buy |
72,021
+59
| +0.1% | +$13.7K | 0.98% | 17 |
|
|
2024
Q3 | $12.4M | Buy |
71,962
+63,921
| +795% | +$11M | 0.76% | 26 |
|
|
2024
Q2 | $12.9M | Buy |
8,041
+110
| +1% | +$177K | 0.84% | 22 |
|
|
2024
Q1 | $10.5M | Sell |
7,931
-1,463
| -16% | -$1.94M | 0.71% | 31 |
|
|
2023
Q4 | $10.5M | Sell |
9,394
-211
| -2% | -$236K | 0.77% | 25 |
|
|
2023
Q3 | $7.98M | Sell |
9,605
-3,097
| -24% | -$2.57M | 0.65% | 38 |
|
|
2023
Q2 | $11M | Sell |
12,702
-188
| -1% | -$163K | 0.88% | 24 |
|
|
2023
Q1 | $8.27M | Sell |
12,890
-67
| -0.5% | -$43K | 0.7% | 36 |
|
|
2022
Q4 | $7.25M | Buy |
12,957
+1,028
| +9% | +$575K | 0.67% | 44 |
|
|
2022
Q3 | $5.3M | Buy |
11,929
+78
| +0.7% | +$34.6K | 0.55% | 49 |
|
|
2022
Q2 | $5.76M | Buy |
11,851
+1,770
| +18% | +$860K | 0.52% | 49 |
|
|
2022
Q1 | $6.35M | Buy |
10,081
+664
| +7% | +$418K | 0.51% | 48 |
|
|
2021
Q4 | $6.27M | Buy |
9,417
+158
| +2% | +$105K | 0.51% | 47 |
|
|
2021
Q3 | $4.49M | Sell |
9,259
-113
| -1% | -$54.8K | 0.46% | 53 |
|
|
2021
Q2 | $4.47M | Sell |
9,372
-89
| -0.9% | -$42.4K | 0.45% | 53 |
|
|
2021
Q1 | $4.39M | Sell |
9,461
-1,781
| -16% | -$826K | 0.46% | 56 |
|
|
2020
Q4 | $4.92M | Sell |
11,242
-44
| -0.4% | -$19.3K | 0.55% | 47 |
|
|
2020
Q3 | $4.11M | Buy |
11,286
+324
| +3% | +$118K | 0.58% | 48 |
|
|
2020
Q2 | $3.46M | Sell |
10,962
-54
| -0.5% | -$17K | 0.53% | 48 |
|
|
2020
Q1 | $2.61M | Buy |
11,016
+6,378
| +138% | +$1.51M | 0.49% | 65 |
|
|
2019
Q4 | $1.47M | Buy |
+4,638
| New | +$1.47M | 0.26% | 83 |
|