Nicolet Advisory Services’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Nicolet Advisory Services’s Portfolio VCSH Stock Details VCSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,748	Closed	-$209K	–	293
2022 Q4	$209K	Buy	+2,748	New	+$205K	0.03%	226
2020 Q3	–	Sell	-3,531	Closed	-$292K	–	212
2020 Q2	$292K	Sell	3,531 -1,357	-28%	-$110K	0.04%	155
2020 Q1	$387K	Buy	4,888 +590	+14%	+$47.4K	0.07%	124
2019 Q4	$348K	Sell	4,298 -232	-5%	-$18.8K	0.05%	124
2019 Q3	$367K	Buy	4,530 +25	+0.6%	+$2.02K	0.06%	112
2019 Q2	$363K	Hold	4,505	–	–	0.06%	108
2019 Q1	$359K	Buy	+4,505	New	+$355K	0.06%	108

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nicolet Advisory Services's VCSH Position: Q1 2023 in Review

Nicolet Advisory Services sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2023, closing a stake of 2,748 shares — an estimated $209K sold.

Nicolet Advisory Services first reported a position in VCSH in Q1 2019 and held it in 7 quarters. The position peaked at $387K in Q1 2020. 1,239 funds tracked by Wall St. Rank hold VCSH as of Q1 2023.

Nicolet Advisory Services reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Nicolet Advisory Services sold 2,748 Vanguard Short-Term Corporate Bond ETF shares in Q1 2023, an estimated $209K.
Nicolet Advisory Services first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2019 and held it in 7 quarters.
Nicolet Advisory Services's Vanguard Short-Term Corporate Bond ETF position peaked at $387K in Q1 2020.
1,239 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2023.

Based on Nicolet Advisory Services's 13F filing for Q1 2023, filed 9 May 2023.