Nelson Capital Management, LLC Vanguard Bd Index Fds Transaction History

Nelson Capital Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 26, 2024	SELL	N/A	-1,424 Reduced 12.77%	9,725 $0
Q3 2023 Nov 14, 2023	SELL	N/A	-16,266 Reduced 59.33%	11,149 $0
Q2 2023 Aug 10, 2023	SELL	N/A	-81,092 Reduced 74.73%	27,415 $0
Q1 2023 May 09, 2023	SELL	N/A	-67,313 Reduced 38.29%	108,507 $0
Q4 2022 Feb 02, 2023	SELL	N/A	-9,616 Reduced 5.19%	175,820 $0
Q3 2022 Nov 02, 2022	BUY	N/A	29,760 Added 19.12%	185,436 $9.08 Million
Q2 2022 Jul 27, 2022	SELL	N/A	-87,486 Reduced 35.98%	155,676 $7.66 Million
Q1 2022 May 02, 2022	BUY	N/A	63,182 Added 35.11%	243,162 $12 Million
Q4 2021 Feb 14, 2022	BUY	N/A	179,980 New	179,980 $8.99 Million

323

47.9M

Get notified when there are updates to the investment portfolio of Nelson Capital Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Nelson Capital Management, LLC with notifications on news.