Convergence Financial’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$413K	Sell	1,359 -261	-16%	-$79.3K	0.07%	128
2025 Q1	$445K	Buy	1,620 +498	+44%	+$137K	0.09%	106
2024 Q4	$325K	Sell	1,122 -4,628	-80%	-$1.34M	0.06%	117
2024 Q3	$1.63M	Buy	5,750 +4,975	+642%	+$1.41M	0.35%	46
2024 Q2	$207K	Buy	+775	New	+$207K	0.05%	143