Values Added Financial »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Broadcom by Values Added Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $361k 1.6k 231.84
2024-09-30 $275k 1.6k 172.50
2024-06-30 $251k 156 1605.53

More positions owned by Values Added Financial

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

View all positions for Values Added Financial

Top funds holding Broadcom

Vanguard Group
BlackRock
Capital World Investors
Capital Research and Management Company - Division 3
State Street Corporation
Geode Capital Management
Capital Research Global Investors
FMR
Bank of America Corporation
Jpmorgan Chase & Co
Wellington Management Company
Legal & General Group
Invesco
Northern Trust
Nuveen Asset Management

View all funds holding Broadcom