Convergence Financial’s Vanguard Growth ETF VUG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.22M	Buy	2,787 +48	+2%	+$21K	0.21%	67
2025 Q1	$1.02M	Buy	2,739 +308	+13%	+$114K	0.2%	67
2024 Q4	$998K	Sell	2,431 -82	-3%	-$33.7K	0.2%	58
2024 Q3	$965K	Sell	2,513 -484	-16%	-$186K	0.2%	61
2024 Q2	$1.12M	Buy	+2,997	New	+$1.12M	0.3%	44