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Broadcom shares owned by Grubman Wealth Management

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

Historical chart of Grubman Wealth Management investment in Broadcom

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Broadcom by Grubman Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $4.1M 15k 275.65
2025-03-31 $2.0M 12k 167.43
2024-12-31 $3.0M 13k 231.84
2024-09-30 $1.2M 7.2k 172.50

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Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Grubman Wealth Management

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