Convergence Financial’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Sell |
1,388
-270
| -16% | -$75.5K | 0.07% | 135 |
|
|
2025
Q1 | $429K | Buy |
1,658
+88
| +6% | +$22.8K | 0.08% | 111 |
|
|
2024
Q4 | $415K | Sell |
1,570
-1,369
| -47% | -$362K | 0.08% | 106 |
|
|
2024
Q3 | $775K | Buy |
2,939
+546
| +23% | +$144K | 0.16% | 72 |
|
|
2024
Q2 | $579K | Buy |
+2,393
| New | +$579K | 0.15% | 80 |
|