NCM
Nelson Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Hold |
861
| – | – | 0.06% | 80 |
|
|
2025
Q1 | $442K | Buy |
861
+19
| +2% | +$9.76K | 0.08% | 84 |
|
|
2024
Q4 | $454K | Sell |
842
-81
| -9% | -$43.6K | 0.08% | 86 |
|
|
2024
Q3 | $487K | Buy |
923
+346
| +60% | +$183K | 0.08% | 80 |
|
|
2024
Q2 | $289K | Buy |
577
+106
| +23% | +$53K | 0.05% | 93 |
|
|
2024
Q1 | $226K | Buy |
+471
| New | +$226K | 0.04% | 98 |
|
|
2022
Q2 | – | Sell |
-484
| Closed | -$201K | – | 106 |
|
|
2022
Q1 | $201K | Sell |
484
-9
| -2% | -$3.74K | 0.04% | 103 |
|
|
2021
Q4 | $215K | Buy |
+493
| New | +$215K | 0.04% | 102 |
|
|
2021
Q3 | – | Sell |
-559
| Closed | -$220K | – | 100 |
|
|
2021
Q2 | $220K | Sell |
559
-11
| -2% | -$4.33K | 0.04% | 96 |
|
|
2021
Q1 | $208K | Buy |
+570
| New | +$208K | 0.04% | 97 |
|
|
2020
Q4 | – | Sell |
-2,757
| Closed | -$848K | – | 103 |
|
|
2020
Q3 | $848K | Sell |
2,757
-60
| -2% | -$18.5K | 0.15% | 66 |
|
|
2020
Q2 | $798K | Sell |
2,817
-632
| -18% | -$179K | 0.17% | 66 |
|
|
2020
Q1 | $817K | Sell |
3,449
-568
| -14% | -$135K | 0.22% | 62 |
|
|
2019
Q4 | $1.19M | Buy |
4,017
+111
| +3% | +$32.8K | 0.25% | 65 |
|
|
2019
Q3 | $1.06M | Sell |
3,906
-7
| -0.2% | -$1.91K | 0.25% | 58 |
|
|
2019
Q2 | $1.05M | Sell |
3,913
-1,657
| -30% | -$446K | 0.25% | 58 |
|
|
2019
Q1 | $1.45M | Sell |
5,570
-2,401
| -30% | -$623K | 0.36% | 55 |
|
|
2018
Q4 | $1.83M | Buy |
+7,971
| New | +$1.83M | 0.51% | 53 |
|