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VitalStone Financial’s Broadcom AVGO Stock Holding History

VitalStone Financial’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$369K Buy
2,140
+550
+35% +$88.2K 0.25% 78
2024
Q2 		$255K Sell
1,590
-10
-0.6% -$1.4K 0.19% 96
2024
Q1 		$212K Buy
1,600
+1,200
+300% +$149K 0.16% 103
2023
Q4 		$45K Buy
400
+50
+14% +$4.73K 0.04% 162
2023
Q3 		$34K Hold
350
– – 0.03% 153
2023
Q2 		$22K Sell
350
-250
-42% -$17.8K 0.01% 502
2023
Q1 		$40K Buy
600
+250
+71% +$15K 0.03% 116
2022
Q4 		$20K Buy
+350
New +$17.5K 0.01% 265

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VitalStone Financial's AVGO Position: Q3 2024 in Review

VitalStone Financial increased its Broadcom (AVGO) stake by 35% in Q3 2024, buying an estimated $88.2K and bringing the position to 2,140 shares worth $369K. The position accounts for 0.25% of the portfolio, ranked #78.

VitalStone Financial first reported a position in AVGO in Q4 2022 and has held it in 8 quarters since. 3,409 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • VitalStone Financial held 2,140 shares of Broadcom worth $369K as of Q3 2024.
  • VitalStone Financial bought 550 Broadcom shares in Q3 2024, an estimated $88.2K.
  • Broadcom made up 0.25% of VitalStone Financial's portfolio in Q3 2024, its #78 holding.
  • VitalStone Financial first reported a position in Broadcom in Q4 2022 and has held it in 8 quarters since.
  • 3,409 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.