Nelson Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Hold |
|
|||||
|
2025
Q1 | $442K | Buy |
|
|||||
|
2024
Q4 | $454K | Sell |
|
|||||
|
2024
Q3 | $487K | Buy |
|
|||||
|
2024
Q2 | $289K | Buy |
|
|||||
|
2024
Q1 | $226K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $201K | Sell |
|
|||||
|
2021
Q4 | $215K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $220K | Sell |
|
|||||
|
2021
Q1 | $208K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $848K | Sell |
|
|||||
|
2020
Q2 | $798K | Sell |
|
|||||
|
2020
Q1 | $817K | Sell |
|
|||||
|
2019
Q4 | $1.19M | Buy |
|
|||||
|
2019
Q3 | $1.06M | Sell |
|
|||||
|
2019
Q2 | $1.05M | Sell |
|
|||||
|
2019
Q1 | $1.45M | Sell |
|
|||||
|
2018
Q4 | $1.83M | Buy |
|