Nicolet Advisory Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Buy |
208,783
+17,523
| +9% | +$1.03M | 1.04% | 21 |
|
|
2025
Q1 | $11.2M | Buy |
191,260
+26,111
| +16% | +$1.53M | 1.11% | 20 |
|
|
2024
Q4 | $9.59M | Buy |
165,149
+42,876
| +35% | +$2.49M | 0.88% | 28 |
|
|
2024
Q3 | $7.19M | Buy |
122,273
+1,880
| +2% | +$110K | 0.68% | 32 |
|
|
2024
Q2 | $6.98M | Sell |
120,393
-8,860
| -7% | -$514K | 0.67% | 32 |
|
|
2024
Q1 | $7.47M | Sell |
129,253
-10,169
| -7% | -$588K | 0.76% | 26 |
|
|
2023
Q4 | $8.12M | Sell |
139,422
-35,062
| -20% | -$2.04M | 0.87% | 23 |
|
|
2023
Q3 | $10M | Sell |
174,484
-46,744
| -21% | -$2.69M | 1.11% | 17 |
|
|
2023
Q2 | $12.7M | Buy |
221,228
+30,562
| +16% | +$1.76M | 1.4% | 14 |
|
|
2023
Q1 | $11.2M | Buy |
190,666
+94,662
| +99% | +$5.55M | 1.29% | 13 |
|
|
2022
Q4 | $5.58M | Buy |
+96,004
| New | +$5.58M | 0.74% | 23 |
|