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Greystone Financial Group, LLC → AVGO

Greystone Financial Group, LLC AVGO Position History

Broadcom Inc.

Quarters held
4
Latest value
$11.4M
Q3 2026
Peak value
$16.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$16.4M
Q1 2026$8.5M
Q2 2026$13M
Q3 2026$11.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$11.4M32.5K——
Q2 2026$13M34.3K——
Q1 2026$8.5M27.5K——
Q4 2025$16.4M47.3K——

Other funds holding AVGO

Other Greystone Financial Group, LLC positions

VGES

VANGUARD BD INDEX FDS

$36.7M
VGES

VANGUARD BD INDEX FDS

$29.5M
VGES

VANGUARD BD INDEX FDS

$29.4M
VGES

VANGUARD MALVERN FDS

$28.8M
AAPL

APPLE INC

$22.3M
VGES

VANGUARD WHITEHALL FDS

$22.2M
VGES

VANGUARD BD INDEX FDS

$22M
VGES

VANGUARD BD INDEX FDS

$21.5M