Convergence Financial, LLC Vanguard Total Stock Market Et Transaction History

Convergence Financial, LLC

  • $582 Billion
  • Q2 2025

A detailed history of Convergence Financial, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Convergence Financial, LLC holds 1,359 shares of VTI stock, worth $425,407. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,359
Previous 1,620 16.11%
Holding current value
$425,407
Previous $445 Million 7.23%
% 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
$243.75 - $303.93 $63,618 - $79,325
-261 Reduced 16.11%
1,359 $413 Million
Q1 2025

Apr 24, 2025
BUY
$271.18 - $303.12 $135,047 - $150,953
498 Added 44.39%
1,620 $445 Million
Q4 2024

Feb 04, 2025
SELL
$280.04 - $302.45 $1.3 Million - $1.4 Million
-4,628 Reduced 80.49%
1,122 $325 Million
Q3 2024

Oct 23, 2024
BUY
$255.18 - $283.2 $1.27 Million - $1.41 Million
4,975 Added 641.94%
5,750 $1.63 Billion
Q2 2024

Oct 23, 2024
BUY
$245.23 - $269.4 $190,053 - $208,784
775 New
775 $207 Million

Others Institutions Holding VTI

# of Institutions
3,513
Shares Held
536M
Call Options Held
1.09M
Put Options Held
724K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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