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Broadcom shares owned by Cherrydale Wealth Management

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Cherrydale Wealth Management from 13F filings

Historical chart of Cherrydale Wealth Management investment in Broadcom

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All positions including Broadcom held by Cherrydale Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Cherrydale Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $621k 3.6k 172.48
2024-06-30 $568k 354 1603.56
2024-03-31 $421k 318 1323.60
2023-12-31 $283k 254 1114.34
2023-09-30 $206k 248 829.13
2023-06-30 $214k 247 865.90

More positions owned by Cherrydale Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)

View all positions for Cherrydale Wealth Management

Top funds holding Broadcom

BlackRock
Capital World Investors
Capital Research and Management Company - Division 3
Geode Capital Management
Capital Research Global Investors
Bank of America Corporation
Jpmorgan Chase & Co
Vanguard Group
Invesco
Northern Trust
Susquehanna International
Bank of New York Mellon
Jennison Associates
BlackRock
T. Rowe Price Associates

View all funds holding Broadcom