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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
2024-03-31 $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 Market (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)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)

View all positions for Cherrydale Wealth Management

Top funds holding Broadcom

Vanguard Group
Bank of America Corporation
Jpmorgan Chase & Co
Norges Bank Investment Management
Charles Schwab Investment Management
Bank of New York Mellon
Legal & General Group
Wellington Management Company
UBS Group
Jennison Associates
T. Rowe Price Associates
Citadel Advisors
Ubs Global Asset Management Americas
Barclays
Goldman Sachs Group

View all funds holding Broadcom