Number of Shares
8,000.00
Current Holdings Value*
$1.54 Mil
% of Portfolio
2.48%
Total Estimate Gain
$3.52 Mil
% of Total Estimate Gain
197.77%

Dana Large Cap Equity Fund's Broadcom Inc Holding Summary

As of 2025-04-30, VALUED ADVISERS TRUST held 8,000.00 shares of Broadcom Inc(AVGO), totaling $1.54 Mil. This investment constitutes 2.48% of their stock portfolio, and VALUED ADVISERS TRUST now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2022Q4. And since then Dana Large Cap Equity Fund has made 1 purchases of AVGO, at an average price of $49.48, for a total of 36,000.00 shares. In addition, there have been 4 sales at an average price of $108.38 for 28,000.00 shares. Based on historical transaction data and AVGO's current price of $283.69, Dana Large Cap Equity Fund's estimated gain on his AVGO holdings is $3.52 Mil, reflecting a 197.77% gain to date.

Dana Large Cap Equity Fund AVGO ($283.69) Holding Chart

Dana Large Cap Equity Fund AVGO ($283.69) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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