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PRECEDENT WEALTH PARTNERS, LLC → AVGO

PRECEDENT WEALTH PARTNERS, LLC AVGO Position History

Broadcom Inc.

Quarters held
4
Latest value
$7.5M
Q3 2026
Peak value
$8.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6.6M
Q1 2026$5.9M
Q2 2026$8.2M
Q3 2026$7.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.5M21.3K——
Q2 2026$8.2M21.8K——
Q1 2026$5.9M19.1K——
Q4 2025$6.6M19.0K——

Other funds holding AVGO

Other PRECEDENT WEALTH PARTNERS, LLC positions

VGES

VANGUARD TAX-MANAGED FDS

$45M
VGES

VANGUARD TAX-MANAGED FDS

$40.9M
VGES

VANGUARD INDEX FDS

$33.2M
VGES

VANGUARD TAX-MANAGED FDS

$32.5M
VGES

VANGUARD INDEX FDS

$30.6M
VGES

VANGUARD TAX-MANAGED FDS

$28.5M
VGES

VANGUARD INDEX FDS

$27.2M
VGES

VANGUARD INDEX FDS

$26M