Nelson, Van Denburg & Campbell Wealth Management Group, LLC Purchases in Q3 2024

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.42 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
33.6K
+ 2.03%
$57.47 - $62.76 $1.93M - $2.11M
1.69M $106M
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
166K
+ 49.94%
$50.67 - $56.52 $8.4M - $9.37M
498K $27.6M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
73.5K
+ 8.23%
$58.75 - $64.07 $4.32M - $4.71M
966K $61.9M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
344K
+ 22.93%
$19.2 - $19.82 $6.61M - $6.82M
1.85M $36.4M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
314K
New
$23.08 - $23.52 $7.25M - $7.38M
314K $7.36M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
333K
+ 20.37%
$18.12 - $18.92 $6.04M - $6.31M
1.97M $37M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.38K
+ 1.13%
$405.19 - $478.57 $557K - $658K
123K $56.7M
VB
Vanguard Small Cap ETF

ETFs
21.8K
+ 21.71%
$214.77 - $237.72 $4.69M - $5.19M
122K $29M
VOT
Vanguard Mid Cap Growth Index

ETFs
9.88K
+ 3.35%
$218.05 - $243.47 $2.15M - $2.41M
305K $74.2M
VUG
Vanguard Growth ETF

ETFs
7.39K
+ 2.34%
$341.08 - $391.94 $2.52M - $2.89M
323K $124M
MGV
Vanguard Mega Cap Value

ETFs
29.5K
+ 30.65%
$118.0 - $128.28 $3.48M - $3.78M
126K $16.1M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
24.4K
+ 4.65%
$65.15 - $72.97 $1.59M - $1.78M
548K $40M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
14.5K
+ 4.1%
$77.23 - $87.97 $1.12M - $1.28M
369K $32M
IVV
Ishares Core S&P 500 ETF

ETFs
320
+ 0.29%
$520.18 - $576.82 $166K - $185K
112K $64.5M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
71.5K
+ 61.97%
$36.02 - $41.68 $2.58M - $2.98M
187K $7.72M
ABBV
Abb Vie Inc.

Healthcare
10.8K
+ 23.52%
$163.84 - $199.33 $1.76M - $2.15M
56.6K $11.2M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
134K
+ 48.96%
$20.82 - $22.27 $2.79M - $2.98M
408K $9.08M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
12.1K
+ 2.07%
$48.51 - $52.86 $589K - $641K
599K $31.7M
VBK
Vanguard Small Cap Growth ETF

ETFs
4.32K
+ 4.46%
$240.48 - $267.94 $1.04M - $1.16M
101K $27.1M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
15.9K
+ 3.52%
$41.02 - $46.01 $651K - $731K
467K $21.3M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
11.9K
+ 3.25%
$74.26 - $78.84 $882K - $937K
377K $29.5M
VEU
Vanguard Ftse All World Ex Us

ETFs
6.22K
+ 1.56%
$56.47 - $63.69 $351K - $396K
404K $25.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
292
+ 0.45%
$475.2 - $527.7 $139K - $154K
64.8K $34.2M
TSLA
Tesla, Inc.

Consumer Cyclical
781
+ 3.37%
$191.76 - $263.26 $150K - $206K
24K $6.27M
ABT
Abbott Laboratories

Healthcare
11.8K
+ 38.04%
$100.07 - $118.13 $1.18M - $1.39M
42.7K $4.87M
DFAI
Dimensional ETF Tr

ETFs
50.7K
+ 274.37%
$28.69 - $32.06 $1.45M - $1.62M
69.1K $2.2M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
4.4K
+ 2.23%
$71.9 - $79.86 $317K - $352K
202K $16M
BNDX
Vanguard Total International B

ETFs
18.1K
+ 4.85%
$48.42 - $50.35 $878K - $913K
392K $19.7M
AMZN
Amazon Com Inc

Consumer Cyclical
10.8K
+ 14.54%
$161.02 - $200.0 $1.73M - $2.15M
84.8K $15.8M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.87K
+ 0.83%
$59.93 - $66.52 $172K - $191K
347K $23.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
14.3K
+ 13.18%
$58.03 - $65.37 $832K - $937K
123K $7.97M
VCIT
Vanguard Intermediate Term Cor

ETFs
8.13K
+ 4.68%
$79.29 - $84.02 $645K - $683K
182K $15.2M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
9.53K
+ 3.3%
$76.38 - $78.87 $728K - $752K
298K $23.5M
SPMD
Spdr Portfolio

ETFs
12.6K
+ 7.18%
$50.29 - $54.92 $633K - $692K
188K $10.3M
HYLB
Xtrackers Usd High Yield Corp

ETFs
24.2K
+ 9.9%
$35.26 - $36.92 $852K - $893K
268K $9.91M
SCHP
Schwab Strategic Us Tips ETF

ETFs
12.5K
+ 3.55%
$51.58 - $53.79 $647K - $675K
366K $19.6M
VO
Vanguard Mid Cap ETF

ETFs
1.42K
+ 3.93%
$237.84 - $263.83 $338K - $375K
37.6K $9.91M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
12K
+ 4.46%
$19.78 - $23.53 $238K - $283K
282K $6.54M
TJX
Tjx Companies Inc

Consumer Cyclical
9.01K
+ 172.1%
$107.93 - $120.23 $973K - $1.08M
14.2K $1.67M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
18.3K
+ 16.12%
$45.2 - $47.87 $826K - $875K
132K $6.26M
SCHO
Schwab Short Term Us Treasury

ETFs
15.4K
+ 4.08%
$47.93 - $49.06 $736K - $754K
392K $19.2M
DHR
Danaher Corp

Healthcare
2.31K
+ 17.14%
$239.25 - $280.76 $551K - $647K
15.8K $4.38M
UNH
Unitedhealth Group Inc

Healthcare
161
+ 1.45%
$488.01 - $604.18 $78.6K - $97.3K
11.3K $6.6M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
17.1K
+ 140.07%
$49.7 - $56.11 $852K - $962K
29.4K $1.61M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.05K
+ 0.85%
$77.02 - $85.06 $80.8K - $89.2K
125K $10.5M
BAC
Bank Of America Corp

Financial Services
22.7K
+ 20.88%
$36.65 - $44.13 $831K - $1M
131K $5.21M
NKE
Nike, Inc.

Consumer Cyclical
5.22K
+ 18.11%
$71.09 - $89.44 $371K - $467K
34K $3.01M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.44K
+ 0.71%
$84.77 - $97.13 $122K - $140K
204K $19.5M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
33K
+ 74.65%
$22.87 - $23.34 $755K - $771K
77.2K $1.8M
Activity Summary
Buys All Purchases 988 New Holdings 202 Increased Positions 786 Sells All Sells 685 Reductions 684 Sold out 1 Options Calls 0 Puts 0
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