Convergence Financial, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Convergence Financial, LLC

$582 Billion
Q2 2025

A detailed history of Convergence Financial, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Convergence Financial, LLC holds 773 shares of VOO stock, worth $452,606. This represents 0.08% of its overall portfolio holdings.

Number of Shares

773

Previous 891 13.24%

Holding current value

$452,606

Previous $458 Million 4.11%

% of portfolio

0.08%

Previous 0.09%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$456.74 - $568.03 $53,895 - $67,027	-118 Reduced 13.24%	773 $439 Million
Q1 2025 Apr 24, 2025	BUY	$507.05 - $563.67 $10,648 - $11,837	21 Added 2.41%	891 $458 Million
Q4 2024 Feb 04, 2025	BUY	$521.84 - $558.82 $58,446 - $62,587	112 Added 14.78%	870 $469 Million
Q3 2024 Oct 23, 2024	BUY	$475.2 - $527.7 $17,107 - $18,997	36 Added 4.99%	758 $400 Million
Q2 2024 Oct 23, 2024	BUY	$455.1 - $504.28 $328,582 - $364,090	722 New	722 $361 Million

Others Institutions Holding VOO

# of Institutions

3,701

Shares Held

495M

Call Options Held

2.14M

Put Options Held

2.72M

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About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Convergence Financial, LLC Vanguard Index Fds S&P 500 ETF Transaction History