Convergence Financial’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Sell |
1,823
-223
| -11% | -$52.8K | 0.07% | 125 |
|
|
2025
Q1 | $454K | Buy |
2,046
+247
| +14% | +$54.8K | 0.09% | 103 |
|
|
2024
Q4 | $432K | Sell |
1,799
-160
| -8% | -$38.4K | 0.09% | 101 |
|
|
2024
Q3 | $465K | Sell |
1,959
-403
| -17% | -$95.6K | 0.1% | 95 |
|
|
2024
Q2 | $515K | Buy |
+2,362
| New | +$515K | 0.14% | 89 |
|