Convergence Financial, LLC Vanguard Small Cap ETF Transaction History

Convergence Financial, LLC

  • $582 Billion
  • Q2 2025

A detailed history of Convergence Financial, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Convergence Financial, LLC holds 1,823 shares of VB stock, worth $437,738. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,823
Previous 2,046 10.9%
Holding current value
$437,738
Previous $454 Million 4.76%
% of portfolio
0.07%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$193.73 - $237.37 $43,201 - $52,933
-223 Reduced 10.9%
1,823 $432 Million
Q1 2025

Apr 24, 2025
BUY
$217.89 - $252.64 $53,818 - $62,402
247 Added 13.73%
2,046 $454 Million
Q4 2024

Feb 04, 2025
SELL
$233.76 - $261.58 $37,401 - $41,852
-160 Reduced 8.17%
1,799 $432 Million
Q3 2024

Oct 23, 2024
SELL
$214.77 - $237.72 $86,552 - $95,801
-403 Reduced 17.06%
1,959 $465 Million
Q2 2024

Oct 23, 2024
BUY
$210.76 - $226.94 $497,815 - $536,032
2,362 New
2,362 $515 Million

Others Institutions Holding VB

# of Institutions
2,381
Shares Held
167M
Call Options Held
78.1K
Put Options Held
29.4K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Convergence Financial, LLC Portfolio

Follow Convergence Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Convergence Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Convergence Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email