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Heritage Family Offices, LLP → AVGO

Heritage Family Offices, LLP AVGO Position History

Broadcom Inc.

Quarters held
5
Latest value
$2K
Q3 2026
Peak value
$3.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.1M
Q1 2026$2.9M
Q2 2026$3.4M
Q3 2026$3M
Q3 2026$2K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2K13——
Q3 2026$3M8.6K——
Q2 2026$3.4M9.0K——
Q1 2026$2.9M9.3K——
Q4 2025$3.1M8.9K——

Other funds holding AVGO

Other Heritage Family Offices, LLP positions

NONOF

ISHARES TR

$16.8M
STT-PG

SPDR INDEX SHS FDS

$15.9M
VGES

VANGUARD TAX-MANAGED FDS

$14.4M
VGES

VANGUARD TAX-MANAGED FDS

$12M
NONOF

ISHARES TR

$11.6M
STT-PG

SPDR INDEX SHS FDS

$10.7M
ETHA

ISHARES TR

$10.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$9.1M