Nelson Capital Management, LLC Vanguard Small Cap ETF Transaction History
Nelson Capital Management, LLC
- $587 Million
- Q3 2024
A detailed history of Nelson Capital Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Nelson Capital Management, LLC holds 84,531 shares of VB stock, worth $20.6 Million. This represents 3.41% of its overall portfolio holdings.
Number of Shares
84,531
Previous 82,423
2.56%
Holding current value
$20.6 Million
Previous $18 Million
11.57%
% of portfolio
3.41%
Previous 3.22%
Shares
22 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.12 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.79 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.76 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.27 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.25 Billion0.28% of portfolio