New Century Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
4,882
-3,306
| -40% | -$925K | 1.6% | 18 |
|
|
2025
Q1 | $2.12M | Buy |
8,188
+497
| +6% | +$129K | 2.45% | 7 |
|
|
2024
Q4 | $2.05M | Sell |
7,691
-918
| -11% | -$245K | 0.87% | 19 |
|
|
2024
Q3 | $2.27M | Buy |
8,609
+2,986
| +53% | +$788K | 0.83% | 21 |
|
|
2024
Q2 | $1.36M | Buy |
5,623
+2,513
| +81% | +$608K | 0.58% | 31 |
|
|
2024
Q1 | $777K | Buy |
3,110
+960
| +45% | +$240K | 0.54% | 62 |
|
|
2023
Q4 | $500K | Buy |
+2,150
| New | +$500K | 0.43% | 83 |
|