New Century Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Sell |
898
-2,343
| -72% | -$712K | 0.32% | 72 |
|
|
2025
Q1 | $891K | Sell |
3,241
-634
| -16% | -$174K | 1.03% | 22 |
|
|
2024
Q4 | $1.14M | Sell |
3,875
-102
| -3% | -$29.9K | 0.48% | 53 |
|
|
2024
Q3 | $1.13M | Buy |
3,977
+1,821
| +84% | +$516K | 0.41% | 63 |
|
|
2024
Q2 | $577K | Buy |
2,156
+398
| +23% | +$106K | 0.25% | 122 |
|
|
2024
Q1 | $457K | Buy |
1,758
+457
| +35% | +$119K | 0.32% | 101 |
|
|
2023
Q4 | $309K | Buy |
+1,301
| New | +$309K | 0.27% | 110 |
|