Convergence Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

Convergence Financial’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$473K	Hold
2025 Q2	$439K	Sell
2025 Q1	$458K	Buy
2024 Q4	$469K	Buy
2024 Q3	$400K	Buy
2024 Q2	$361K	Buy