WTFG
AVGO icon

Wood Tarver Financial Group’s Broadcom AVGO Stock Holding History

Wood Tarver Financial Group’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
2025
Q3 		– Sell
-177
Closed -$48K – 191
2025
Q2 		$48K Hold
177
– – 0.01% 282
2025
Q1 		$29.7K Buy
177
+137
+343% +$29K 0.01% 315
2024
Q4 		$9K Buy
+40
New +$7.4K ﹤0.01% 411

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wood Tarver Financial Group's AVGO Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Broadcom (AVGO) in Q3 2025, closing a stake of 177 shares — an estimated $48K sold.

Wood Tarver Financial Group first reported a position in AVGO in Q4 2024 and held it in 3 quarters. The position peaked at $48K in Q2 2025. 4,288 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Broadcom position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 177 Broadcom shares in Q3 2025, an estimated $48K.
  • Wood Tarver Financial Group first reported a position in Broadcom in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Broadcom position peaked at $48K in Q2 2025.
  • 4,288 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.