VAG
VisionPoint Advisory Group’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Buy |
8,882
+5,717
| +181% | +$1.58M | 0.53% | 51 |
|
|
2025
Q1 | $530K | Buy |
3,165
+797
| +34% | +$133K | 0.18% | 108 |
|
|
2024
Q4 | $549K | Sell |
2,368
-394
| -14% | -$91.4K | 0.19% | 103 |
|
|
2024
Q3 | $476K | Buy |
2,762
+2,570
| +1,339% | +$443K | 0.16% | 115 |
|
|
2024
Q2 | $308K | Hold |
192
| – | – | 0.11% | 137 |
|
|
2024
Q1 | $254K | Sell |
192
-462
| -71% | -$612K | 0.09% | 150 |
|
|
2023
Q4 | $730K | Sell |
654
-146
| -18% | -$163K | 0.27% | 75 |
|
|
2023
Q3 | $664K | Sell |
800
-104
| -12% | -$86.4K | 0.28% | 79 |
|
|
2023
Q2 | $784K | Sell |
904
-343
| -28% | -$298K | 0.32% | 75 |
|
|
2023
Q1 | $761K | Sell |
1,247
-326
| -21% | -$199K | 0.34% | 62 |
|
|
2022
Q4 | $946K | Sell |
1,573
-458
| -23% | -$275K | 0.39% | 48 |
|
|
2022
Q3 | $902K | Sell |
2,031
-206
| -9% | -$91.5K | 0.43% | 31 |
|
|
2022
Q2 | $1.22M | Sell |
2,237
-106
| -5% | -$57.8K | 0.48% | 36 |
|
|
2022
Q1 | $1.34M | Sell |
2,343
-56
| -2% | -$32K | 0.62% | 39 |
|
|
2021
Q4 | $1.42M | Buy |
+2,399
| New | +$1.42M | 0.62% | 38 |
|
|
2020
Q2 | – | Sell |
-1,184
| Closed | -$281K | – | 108 |
|
|
2020
Q1 | $281K | Buy |
+1,184
| New | +$281K | 0.13% | 79 |
|