Nicolet Advisory Services’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Buy |
1,799
+130
| +8% | +$37.3K | 0.04% | 209 |
|
|
2025
Q1 | $403K | Sell |
1,669
-236
| -12% | -$57K | 0.04% | 225 |
|
|
2024
Q4 | $510K | Sell |
1,905
-53
| -3% | -$14.2K | 0.05% | 195 |
|
|
2024
Q3 | $510K | Buy |
1,958
+2
| +0.1% | +$521 | 0.05% | 198 |
|
|
2024
Q2 | $504K | Hold |
1,956
| – | – | 0.05% | 193 |
|
|
2024
Q1 | $466K | Hold |
1,956
| – | – | 0.05% | 192 |
|
|
2023
Q4 | $421K | Hold |
1,956
| – | – | 0.05% | 188 |
|
|
2023
Q3 | $380K | Hold |
1,956
| – | – | 0.04% | 188 |
|
|
2023
Q2 | $393K | Sell |
1,956
-2
| -0.1% | -$402 | 0.04% | 189 |
|
|
2023
Q1 | $366K | Buy |
1,958
+339
| +21% | +$63.3K | 0.04% | 187 |
|
|
2022
Q4 | $292K | Buy |
+1,619
| New | +$292K | 0.04% | 183 |
|
|
2020
Q3 | – | Sell |
-2,332
| Closed | -$333K | – | 208 |
|
|
2020
Q2 | $333K | Sell |
2,332
-11,143
| -83% | -$1.59M | 0.05% | 143 |
|
|
2020
Q1 | $1.6M | Buy |
13,475
+10,680
| +382% | +$1.26M | 0.28% | 58 |
|
|
2019
Q4 | $413K | Sell |
2,795
-351
| -11% | -$51.9K | 0.06% | 115 |
|
|
2019
Q3 | $429K | Sell |
3,146
-193
| -6% | -$26.3K | 0.07% | 106 |
|
|
2019
Q2 | $450K | Buy |
+3,339
| New | +$450K | 0.07% | 93 |
|