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Broadcom shares owned by Vertex Planning Partners

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Vertex Planning Partners from 13F filings

Historical chart of Vertex Planning Partners investment in Broadcom

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All positions including Broadcom held by Vertex Planning Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $205k 1.2k 172.50
2022-12-31 $273k 488 559.13

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Wisdomtree Tr Floatng Rat Trea (USFR)
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Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Itl High Div Fd (DTH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr TRS FLT RT BD (TFLO)
Select Sector Spdr Tr Technology (XLK)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Blackrock Etf Trust Us Eqt Factor (DYNF)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Wisdomtree Tr Us Total Dividnd (DTD)

View all positions for Vertex Planning Partners

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