New Century Financial Group’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

New Century Financial Group’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-12,014	Closed	-$1.27M	–	312
2024 Q3	$1.27M	Sell	12,014 -24	-0.2%	-$2.45K	0.47%	49
2024 Q2	$1.19M	Buy	+12,038	New	+$1.2M	0.51%	42

Other funds holding IVOO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

New Century Financial Group's IVOO Position: Q4 2024 in Review

New Century Financial Group sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2024, closing a stake of 12,014 shares — an estimated $1.27M sold.

New Century Financial Group first reported a position in IVOO in Q2 2024 and held it in 2 quarters. The position peaked at $1.27M in Q3 2024. 272 funds tracked by Wall St. Rank hold IVOO as of Q4 2024.

New Century Financial Group reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q4 2024 after selling out during the quarter.
New Century Financial Group sold 12,014 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2024, an estimated $1.27M.
New Century Financial Group first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2024 and held it in 2 quarters.
New Century Financial Group's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.27M in Q3 2024.
272 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2024.

Based on New Century Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.