New Century Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,174
| Closed | -$4.71M | – | 167 |
|
|
2025
Q1 | $4.71M | Sell |
9,174
-643
| -7% | -$330K | 5.45% | 1 |
|
|
2024
Q4 | $5.34M | Sell |
9,817
-623
| -6% | -$339K | 2.27% | 5 |
|
|
2024
Q3 | $5.51M | Buy |
10,440
+3,781
| +57% | +$2M | 2.02% | 6 |
|
|
2024
Q2 | $3.33M | Buy |
6,659
+5,756
| +637% | +$2.88M | 1.41% | 11 |
|
|
2024
Q1 | $434K | Buy |
+903
| New | +$434K | 0.3% | 106 |
|