Number of Shares
239,321.00
Current Holdings Value*
$17.26 Mil
% of Portfolio
1.71%
Total Estimate Gain
$-15.07 Mil
% of Total Estimate Gain
-12.50%

NICOLET ADVISORY SERVICES, LLC's Vanguard Total Bond Market ETF Holding Summary

As of 2025-03-31, NICOLET ADVISORY SERVICES, LLC held 239,321.00 shares of Vanguard Total Bond Market ETF(BND), totaling $17.26 Mil. This investment constitutes 1.71% of their stock portfolio, and NICOLET ADVISORY SERVICES, LLC now holds 0.01% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2019Q1. And since then NICOLET ADVISORY SERVICES, LLC has made 14 purchases of BND, at an average price of $83.47, for a total of 1.44 Mil shares. In addition, there have been 10 sales at an average price of $73.07 for 1.21 Mil shares. Based on historical transaction data and BND's current price of $72.85, NICOLET ADVISORY SERVICES, LLC's estimated gain on his BND holdings is $-15.07 Mil, reflecting a -12.50% gain to date.

NICOLET ADVISORY SERVICES, LLC BND ($72.85) Holding Chart

NICOLET ADVISORY SERVICES, LLC BND ($72.85) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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