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Broadcom shares owned by Facet Wealth

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

Historical chart of Facet Wealth investment in Broadcom

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

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Quarterly reported holdings in Broadcom by Facet Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $625k 3.7k 168.93
2024-06-30 $303k 2.1k 143.52
2024-03-31 $262k 200 1310.31
2023-12-31 $204k 167 1222.65

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Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Calif Mun Bd Etf (CMF)

View all positions for Facet Wealth

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