Shared Vision Wealth Group LLC's ownership history for AVGO

Shared Vision Wealth Group LLC currently holds 14.4K shares with a market value of $4.9M. It started holding AVGO on 2024-09-30. At its peak, it held 17.6K shares on 2024-09-30. Its highest holding value was $4.9M on 2025-09-30. At its lowest, it held 14.3K shares on 2025-03-31, with a value of $2.4M on 2025-03-31. In the recent 180 days, Shared Vision Wealth Group LLC has increased its shares by 99. In the recent year, Shared Vision Wealth Group LLC has decreased its shares by 3.3K.