Nicolet Advisory Services’s Vanguard Health Care ETF VHT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,247	Closed	-$330K	–	204
2022 Q1	$330K	Sell	1,247 -36	-3%	-$8.89K	0.04%	136
2021 Q4	$342K	Hold	1,283	–	–	0.04%	138
2021 Q3	$317K	Hold	1,283	–	–	0.04%	148
2021 Q2	$317K	Hold	1,283	–	–	0.04%	135
2021 Q1	$293K	Hold	1,283	–	–	0.04%	135
2020 Q4	$287K	Sell	1,283 -144	-10%	-$30.8K	0.04%	141
2020 Q3	$291K	Hold	1,427	–	–	0.05%	127
2020 Q2	$275K	Buy	1,427 +17	+1%	+$3.19K	0.04%	161
2020 Q1	$234K	Sell	1,410 -98	-6%	-$17.9K	0.04%	164
2019 Q4	$289K	Buy	1,508 +12	+0.8%	+$2.15K	0.05%	137
2019 Q3	$251K	Hold	1,496	–	–	0.04%	143
2019 Q2	$260K	Sell	1,496 -112	-7%	-$18.9K	0.04%	134
2019 Q1	$277K	Buy	+1,608	New	+$273K	0.05%	123

Other funds holding VHT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Nicolet Advisory Services's VHT Position: Q2 2022 in Review

Nicolet Advisory Services sold out of Vanguard Health Care ETF (VHT) in Q2 2022, closing a stake of 1,247 shares — an estimated $330K sold.

Nicolet Advisory Services first reported a position in VHT in Q1 2019 and held it in 13 quarters. The position peaked at $342K in Q4 2021. 877 funds tracked by Wall St. Rank hold VHT as of Q2 2022.

Nicolet Advisory Services reported no remaining Vanguard Health Care ETF position as of Q2 2022 after selling out during the quarter.
Nicolet Advisory Services sold 1,247 Vanguard Health Care ETF shares in Q2 2022, an estimated $330K.
Nicolet Advisory Services first reported a position in Vanguard Health Care ETF in Q1 2019 and held it in 13 quarters.
Nicolet Advisory Services's Vanguard Health Care ETF position peaked at $342K in Q4 2021.
877 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2022.

Based on Nicolet Advisory Services's 13F filing for Q2 2022, filed 8 Aug 2022.