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Broadcom shares owned by Daner Wealth Management

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

Historical chart of Daner Wealth Management investment in Broadcom

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Broadcom by Daner Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $288k 687 419.49
2025-12-31 $266k 782 340.62
2025-09-30 $340k 973 349.43
2025-06-30 $252k 806 312.87

More positions owned by Daner Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Actively Managed Exc Total Return (GTO)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Rus Mid Cap Etf (IWR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Daner Wealth Management

Top funds holding Broadcom

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
FMR
Capital World Investors
Capital Research Global Investors
Geode Capital Management
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Northern Trust
Wellington Management Company
Ubs Global Asset Management Americas
Goldman Sachs Group

View all funds holding Broadcom