Nicolet Advisory Services’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Buy |
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|
2025
Q1 | $403K | Sell |
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|
2024
Q4 | $510K | Sell |
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|
2024
Q3 | $510K | Buy |
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|
2024
Q2 | $504K | Hold |
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|
2024
Q1 | $466K | Hold |
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|
2023
Q4 | $421K | Hold |
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|
2023
Q3 | $380K | Hold |
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|
2023
Q2 | $393K | Sell |
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|
2023
Q1 | $366K | Buy |
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|
2022
Q4 | $292K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $333K | Sell |
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|
2020
Q1 | $1.6M | Buy |
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|
2019
Q4 | $413K | Sell |
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|
2019
Q3 | $429K | Sell |
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|
2019
Q2 | $450K | Buy |
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