Nicolet Advisory Services’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Sell |
3,695
-1,276
| -26% | -$71.4K | 0.02% | 388 |
|
|
2025
Q1 | $273K | Sell |
4,971
-1,266
| -20% | -$69.6K | 0.03% | 300 |
|
|
2024
Q4 | $338K | Sell |
6,237
-1,263
| -17% | -$68.4K | 0.03% | 267 |
|
|
2024
Q3 | $456K | Sell |
7,500
-1,223
| -14% | -$74.3K | 0.04% | 217 |
|
|
2024
Q2 | $507K | Sell |
8,723
-386
| -4% | -$22.4K | 0.05% | 191 |
|
|
2024
Q1 | $527K | Sell |
9,109
-3,768
| -29% | -$218K | 0.05% | 167 |
|
|
2023
Q4 | $774K | Sell |
12,877
-216,403
| -94% | -$13M | 0.08% | 119 |
|
|
2023
Q3 | $12.4M | Buy |
229,280
+20,007
| +10% | +$1.08M | 1.37% | 15 |
|
|
2023
Q2 | $12.9M | Buy |
+209,273
| New | +$12.9M | 1.41% | 13 |
|