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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$439K	Sell	773 -118	-13%	-$67K	0.08%	121
2025 Q1	$458K	Buy	891 +21	+2%	+$10.8K	0.09%	101
2024 Q4	$469K	Buy	870 +112	+15%	+$60.3K	0.09%	96
2024 Q3	$400K	Buy	758 +36	+5%	+$19K	0.09%	103
2024 Q2	$361K	Buy	+722	New	+$361K	0.1%	111