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Broadcom shares owned by Values Added Financial

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Values Added Financial from 13F filings

Historical chart of Values Added Financial investment in Broadcom

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All positions including Broadcom held by Values Added Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Values Added Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $275k 1.6k 172.50
2024-06-30 $251k 156 1605.53

More positions owned by Values Added Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Tcw Etf Trust Transfrm 500 Etf (VOTE)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Esg Eafe Etf (DMXF)

View all positions for Values Added Financial

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