Convergence Financial’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Buy |
2,259
+163
| +8% | +$28.8K | 0.07% | 132 |
|
|
2025
Q1 | $362K | Buy |
2,096
+455
| +28% | +$78.6K | 0.07% | 121 |
|
|
2024
Q4 | $278K | Sell |
1,641
-10
| -0.6% | -$1.69K | 0.06% | 124 |
|
|
2024
Q3 | $288K | Sell |
1,651
-9
| -0.5% | -$1.57K | 0.06% | 126 |
|
|
2024
Q2 | $266K | Buy |
+1,660
| New | +$266K | 0.07% | 128 |
|