Nelson, Van Denburg & Campbell Wealth Management Group, LLC Purchases in Q4 2024

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.63 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
118K
+ 36.38%
$378.79 - $428.11 $44.6M - $50.4M
441K $181M
BND
Vanguard Bd Index Fd Inc Total

ETFs
474K
+ 848.28%
$71.75 - $75.11 $34M - $35.6M
530K $38.1M
BSCV
Invesco ETF Self Indexed Fd Tr
2M
+ 119374.84%
$16.02 - $16.72 $32M - $33.4M
2M $32.1M
AVUV
American Centy ETF Tr Avantis

ETFs
184K
+ 140209.16%
$94.37 - $106.41 $17.3M - $19.5M
184K $17.7M
VOT
Vanguard Mid Cap Growth Index

ETFs
54.1K
+ 17.76%
$241.48 - $274.89 $13.1M - $14.9M
359K $91M
VTV
Vanguard Value ETF

ETFs
73.6K
+ 56.42%
$168.32 - $181.87 $12.4M - $13.4M
204K $34.5M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
55.7K
+ 25675.58%
$198.04 - $221.51 $11M - $12.3M
55.9K $11.8M
AAPL
Apple Inc.

Technology
26.8K
+ 15.77%
$221.69 - $259.02 $5.93M - $6.93M
196K $49.2M
VBK
Vanguard Small Cap Growth ETF

ETFs
28.5K
+ 28.1%
$264.18 - $304.19 $7.52M - $8.66M
130K $36.3M
EFG
Msci Eafe Growth ETF

ETFs
87K
+ 9102.51%
$96.83 - $106.88 $8.43M - $9.3M
88K $8.52M
VTI
Vanguard Total Stock Market Et

ETFs
18.2K
+ 84.0%
$280.04 - $302.45 $5.09M - $5.49M
39.8K $11.5M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
45.2K
+ 2148.01%
$114.08 - $125.68 $5.16M - $5.69M
47.3K $5.42M
IVV
Ishares Core S&P 500 ETF

ETFs
5.21K
+ 4.67%
$570.51 - $610.59 $2.97M - $3.18M
117K $68.9M
VBR
Vanguard Small Cap Value ETF

ETFs
22.5K
+ 30.49%
$197.36 - $217.3 $4.44M - $4.89M
96.3K $19.1M
GOOG
Alphabet Inc.

Communication Services
19.1K
+ 76.38%
$163.08 - $198.16 $3.11M - $3.77M
44K $8.38M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
225K
+ 12.19%
$19.42 - $19.76 $4.37M - $4.45M
2.07M $40.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
27.5K
+ 40.4%
$126.68 - $134.74 $3.48M - $3.7M
95.5K $12.2M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
238K
+ 12.11%
$18.28 - $18.87 $4.36M - $4.5M
2.21M $40.5M
VNQ
Vanguard Specialized Funds Van

ETFs
44.5K
+ 67.94%
$87.85 - $98.6 $3.91M - $4.39M
110K $9.79M
ITOT
Ishares Core S&P Total U.S. St

ETFs
23.9K
+ 94.91%
$124.26 - $134.12 $2.97M - $3.2M
49K $6.31M
IVW
Ishares S&P 500 Growth ETF

ETFs
16.8K
+ 8.21%
$94.43 - $105.47 $1.58M - $1.77M
221K $22.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
82.7K
+ 35.15%
$44.04 - $49.49 $3.64M - $4.09M
318K $14M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.54K
+ 30.34%
$481.22 - $538.17 $2.18M - $2.44M
19.5K $9.96M
VOE
Vanguard Mid Cap Value Index F

ETFs
33.2K
+ 6.69%
$160.89 - $176.18 $5.35M - $5.85M
530K $85.8M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
89.3K
New
$24.66 - $27.63 $2.2M - $2.47M
89.3K $2.26M
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
107K
+ 929.74%
$20.78 - $21.38 $2.22M - $2.29M
119K $2.48M
DFAI
Dimensional ETF Tr

ETFs
82.6K
+ 119.51%
$29.0 - $31.6 $2.4M - $2.61M
152K $4.43M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.76K
+ 4.26%
$521.84 - $558.82 $1.44M - $1.54M
67.6K $36.4M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
10.1K
+ 1.84%
$72.18 - $81.41 $726K - $819K
558K $42.1M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
36.8K
+ 21.81%
$50.73 - $51.08 $1.87M - $1.88M
206K $10.5M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
29.1K
+ 9.76%
$77.02 - $78.58 $2.24M - $2.29M
327K $25.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
19.1K
+ 138.74%
$77.86 - $79.27 $1.49M - $1.51M
32.9K $2.56M
DIS
Walt Disney CO

Communication Services
5.03K
+ 9.56%
$92.39 - $117.6 $465K - $592K
57.7K $6.42M
MSTR
Microstrategy Inc

Technology
850
+ 9.62%
$162.69 - $473.83 $138K - $403K
9.69K $2.81M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
309K
+ 248.07%
$26.93 - $84.95 $8.32M - $26.3M
434K $11.8M
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
23.5K
+ 4.72%
$54.63 - $62.03 $1.28M - $1.46M
521K $28.9M
UBER
Uber Technologies, Inc

Technology
21.4K
+ 3154.36%
$59.93 - $86.34 $1.28M - $1.84M
22K $1.33M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
52K
+ 67.39%
$22.83 - $23.36 $1.19M - $1.22M
129K $2.97M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
39.7K
+ 44.8%
$23.55 - $23.9 $934K - $948K
128K $3.03M
VGSH
Vanguard

ETFs
16K
+ 135.9%
$58.02 - $58.88 $931K - $945K
27.9K $1.62M
SPY
Spdr S&P 500 ETF Trust

ETFs
798
+ 2.21%
$567.81 - $607.81 $453K - $485K
36.8K $21.6M
C
Citigroup Inc

Financial Services
7.6K
+ 16.01%
$61.31 - $72.5 $466K - $551K
55.1K $3.88M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
37.7K
+ 9.24%
$22.04 - $23.08 $831K - $870K
445K $9.98M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
14.9K
+ 50.78%
$53.94 - $58.15 $805K - $867K
44.3K $2.5M
VB
Vanguard Small Cap ETF

ETFs
1.91K
+ 1.56%
$233.76 - $261.58 $446K - $499K
124K $29.9M
VO
Vanguard Mid Cap ETF

ETFs
2.95K
+ 7.86%
$261.5 - $284.63 $772K - $840K
40.5K $10.7M
KMI
Kinder Morgan, Inc.

Energy
4.67K
+ 4.04%
$22.59 - $28.54 $106K - $133K
120K $3.3M
VGIT
Vanguard Intermediate Term Tre

ETFs
12.4K
+ 995.75%
$57.78 - $60.4 $718K - $751K
13.7K $793K
SPMD
Spdr Portfolio

ETFs
12.8K
+ 6.8%
$54.13 - $59.56 $692K - $761K
201K $11M
Activity Summary
Buys All Purchases 1151 New Holdings 268 Increased Positions 883 Sells All Sells 717 Reductions 716 Sold out 1 Options Calls 0 Puts 0
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