Convergence Financial, LLC Vanguard Mid Cap ETF Transaction History

Convergence Financial, LLC

  • $582 Billion
  • Q2 2025

A detailed history of Convergence Financial, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Convergence Financial, LLC holds 1,388 shares of VO stock, worth $393,553. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,388
Previous 1,658 16.28%
Holding current value
$393,553
Previous $429 Million 9.43%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Aug 05, 2025
SELL
$228.54 - $279.83 $61,705 - $75,554
-270 Reduced 16.28%
1,388 $388 Million
Q1 2025

Apr 24, 2025
BUY
$251.87 - $277.95 $22,164 - $24,459
88 Added 5.61%
1,658 $429 Million
Q4 2024

Feb 04, 2025
SELL
$261.5 - $284.63 $357,993 - $389,658
-1,369 Reduced 46.58%
1,570 $415 Million
Q3 2024

Oct 23, 2024
BUY
$237.84 - $263.83 $129,860 - $144,051
546 Added 22.82%
2,939 $775 Million
Q2 2024

Oct 23, 2024
BUY
$234.99 - $248.98 $562,331 - $595,809
2,393 New
2,393 $579 Million

Others Institutions Holding VO

# of Institutions
2,405
Shares Held
208M
Call Options Held
69.3K
Put Options Held
25.1K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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