Nicolet Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Sell |
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|
2025
Q1 | $12.1M | Sell |
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|
2024
Q4 | $14.6M | Buy |
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|
2024
Q3 | $12.7M | Buy |
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|
2024
Q2 | $12.1M | Sell |
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|
2024
Q1 | $11.2M | Sell |
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|
2023
Q4 | $10.9M | Buy |
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|
2023
Q3 | $8.53M | Buy |
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|
2023
Q2 | $8.73M | Buy |
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|
2023
Q1 | $6.75M | Buy |
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|
2022
Q4 | $2.84M | Buy |
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|
2022
Q3 | $622K | Buy |
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|
2022
Q2 | $672K | Sell |
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|
2022
Q1 | $803K | Buy |
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|
2021
Q4 | $404K | Buy |
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|
2021
Q3 | $296K | Buy |
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|
2021
Q2 | $246K | Buy |
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