New Century Financial Group’s Vanguard Total Bond Market BND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-8,691
Closed -$638K 116
2025
Q1
$638K Sell
8,691
-2,056
-19% -$151K 0.74% 44
2024
Q4
$772K Buy
10,747
+784
+8% +$56.3K 0.33% 85
2024
Q3
$748K Buy
9,963
+4,537
+84% +$341K 0.27% 111
2024
Q2
$391K Buy
+5,426
New +$391K 0.17% 160