Number of Shares
25,412.00
Current Holdings Value*
$4.25 Mil
% of Portfolio
3.64%
Total Estimate Gain
$3.79 Mil
% of Total Estimate Gain
82.87%

Virtus KAR Equity Income Fund's Broadcom Inc Holding Summary

As of 2025-03-31, Virtus KAR Equity Income Fund held 25,412.00 shares of Broadcom Inc(AVGO), totaling $4.25 Mil. This investment constitutes 3.64% of their stock portfolio, and Virtus KAR Equity Income Fund now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2019Q3. And since then Virtus KAR Equity Income Fund has made 2 purchases of AVGO, at an average price of $93.62, for a total of 48,791.00 shares. In addition, there have been 6 sales at an average price of $43.50 for 23,379.00 shares. Based on historical transaction data and AVGO's current price of $288.71, Virtus KAR Equity Income Fund's estimated gain on his AVGO holdings is $3.79 Mil, reflecting a 82.87% gain to date.

Virtus KAR Equity Income Fund AVGO ($288.71) Holding Chart

Virtus KAR Equity Income Fund AVGO ($288.71) 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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