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Schorn Wealth LLC → AVGO

Schorn Wealth LLC AVGO Position History

Broadcom Inc.

Quarters held
5
Latest value
$3.9M
Q3 2026
Peak value
$4.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.7M
Q4 2025$3.9M
Q1 2026$3.5M
Q2 2026$4.2M
Q3 2026$3.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.9M11.1K——
Q2 2026$4.2M11.2K——
Q1 2026$3.5M11.2K——
Q4 2025$3.9M11.2K——
Q3 2025$3.7M11.2K——

Other funds holding AVGO

Other Schorn Wealth LLC positions

BTCW

WISDOMTREE TR

$64.1M
BTCW

WISDOMTREE TR

$59.5M
BTCW

WISDOMTREE TR

$50M
BTCW

WISDOMTREE TR

$49M
BTCW

WISDOMTREE TR

$45.1M
HODL

VANECK ETF TRUST

$27.6M
HODL

VANECK ETF TRUST

$26.8M
VGES

VANGUARD MALVERN FDS

$25.4M