Nelson Capital Management, LLC VB Holdings History
Nelson Capital Management, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Nelson Capital Management, LLC held 83,557.00 shares of Vanguard Small Cap ETF(VB), totaling $18.53 Mil. This investment constitutes 3.2% of their stock portfolio, and Nelson Capital Management, LLC now holds 0.03% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2018Q4. And since then Nelson Capital Management, LLC has made 10 purchases of VB, at an average price of $139.45, for a total of 133,708.00 shares. In addition, there have been 14 sales at an average price of $183.58 for 50,151.00 shares. Based on historical transaction data and VB's current price of $244.13, Nelson Capital Management, LLC's estimated gain on his VB holdings is $10.96 Mil, reflecting a 58.78% gain to date.
Nelson Capital Management, LLC VB ($244.13) Holding Chart
Nelson Capital Management, LLC VB ($244.13) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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