New Century Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Sell |
1,213
-1,732
| -59% | -$410K | 0.34% | 68 |
|
|
2025
Q1 | $653K | Buy |
2,945
+407
| +16% | +$90.2K | 0.76% | 41 |
|
|
2024
Q4 | $618K | Sell |
2,538
-1,040
| -29% | -$253K | 0.26% | 115 |
|
|
2024
Q3 | $849K | Buy |
3,578
+1,104
| +45% | +$262K | 0.31% | 91 |
|
|
2024
Q2 | $539K | Buy |
2,474
+1,278
| +107% | +$279K | 0.23% | 126 |
|
|
2024
Q1 | $273K | Buy |
1,196
+46
| +4% | +$10.5K | 0.19% | 138 |
|
|
2023
Q4 | $245K | Buy |
+1,150
| New | +$245K | 0.21% | 138 |
|