New Century Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-8,905	Closed	-$682K	–	114
2025 Q1	$682K	Sell	8,905 -45	-0.5%	-$3.45K	0.79%	36
2024 Q4	$668K	Buy	8,950 +203	+2%	+$15.2K	0.28%	101
2024 Q3	$685K	Buy	8,747 +730	+9%	+$57.2K	0.25%	125
2024 Q2	$600K	Buy	+8,017	New	+$600K	0.26%	116