Ownership history in Shared Vision Wealth Group LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Shared Vision Wealth Group LLC reported a position in BROADCOM INC (AVGO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 13,610 | -752 | -5.2% | 1.79% | $4.4M | $346.10 |
| 2025 Q3 | ADDED | 14,362 | +25 | +0.2% | 2.07% | $4.9M | $329.28 |
| 2025 Q2 | ADDED | 14,337 | +74 | +0.5% | 2.10% | $4.2M | $274.65 |
| 2025 Q1 | REDUCED | 14,263 | -1,631 | -10.3% | 1.30% | $2.4M | $166.43 |
| 2024 Q4 | REDUCED | 15,894 | -1,734 | -9.8% | 1.94% | $3.7M | $229.76 |
| 2024 Q3 | ADDED | 17,628 | +15,868 | +901.6% | 1.62% | $3.0M | $170.50 |
| 2024 Q2 | REDUCED | 1,760 | -101 | -5.4% | 1.64% | $2.8M | $158.17 |
| 2024 Q1 | REDUCED | 1,861 | -210 | -10.1% | 1.54% | $2.5M | $130.16 |
| 2023 Q4 | INITIATED | 2,071 | — | — | 1.54% | $2.3M | — |
As of 2025 Q4 — sorted by position size