Convergence Financial’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$266K	Buy	960 +24	+3%	+$6.65K	0.05%	165
2025 Q1	$236K	Sell	936 -5	-0.5%	-$1.26K	0.05%	156
2024 Q4	$264K	Sell	941 -15	-2%	-$4.2K	0.05%	132
2024 Q3	$256K	Sell	956 -82	-8%	-$21.9K	0.05%	136
2024 Q2	$260K	Buy	+1,038	New	+$260K	0.07%	129