Number of Shares
487,916.00
Current Holdings Value*
$24.80 Mil
% of Portfolio
4.28%
Total Estimate Gain
$4.27 Mil
% of Total Estimate Gain
8.79%

Nelson Capital Management, LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, Nelson Capital Management, LLC held 487,916.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $24.80 Mil. This investment constitutes 4.28% of their stock portfolio, and Nelson Capital Management, LLC now holds 0.02% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2018Q2. And since then Nelson Capital Management, LLC has made 17 purchases of VEA, at an average price of $44.80, for a total of 1.09 Mil shares. In addition, there have been 11 sales at an average price of $42.18 for 597,282.00 shares. Based on historical transaction data and VEA's current price of $56.77, Nelson Capital Management, LLC's estimated gain on his VEA holdings is $4.27 Mil, reflecting a 8.79% gain to date.

Nelson Capital Management, LLC VEA ($56.77) Holding Chart

Nelson Capital Management, LLC VEA ($56.77) 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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