Broadcom shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC Wealth Advisors investment in Broadcom
Tip: Access up to 7 years of quarterly data
All positions including Broadcom held by IVC Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Broadcom by IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.8k | 329.91 |
| 2025-06-30 | $1.0M | 3.7k | 275.65 |
| 2025-03-31 | $578k | 3.5k | 167.43 |
| 2024-12-31 | $602k | 2.6k | 231.84 |
| 2024-09-30 | $414k | 2.4k | 172.50 |
| 2024-06-30 | $356k | 222 | 1605.53 |
| 2024-03-31 | $282k | 213 | 1325.41 |
| 2023-12-31 | $234k | 210 | 1116.25 |