Nicolet Advisory Services’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $349K | Buy |
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|
2025
Q2 | $327K | Sell |
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|
2025
Q1 | $294K | Sell |
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|
2024
Q4 | $459K | Buy |
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|
2024
Q3 | $353K | Sell |
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|
2024
Q2 | $338K | Sell |
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|
2024
Q1 | $359K | Sell |
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|
2023
Q4 | $816K | Buy |
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|
2023
Q3 | $287K | Sell |
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|
2023
Q2 | $312K | Sell |
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|
2023
Q1 | $362K | Sell |
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|
2022
Q4 | $419K | Buy |
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|
2022
Q3 | $231K | Buy |
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|
2022
Q2 | $238K | Sell |
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|
2022
Q1 | $276K | Buy |
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|
2021
Q4 | $288K | Sell |
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|
2021
Q3 | $279K | Sell |
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|
2021
Q2 | $289K | Sell |
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|
2021
Q1 | $278K | Sell |
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|
2020
Q4 | $239K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $201K | Sell |
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|
2019
Q4 | $383K | Sell |
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|
2019
Q3 | $362K | Buy |
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|
2019
Q2 | $355K | Buy |
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|
2019
Q1 | $350K | Buy |
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