Number of Shares
191,260.00
Current Holdings Value*
$11.21 Mil
% of Portfolio
1.11%
Total Estimate Gain
$147,611.09
% of Total Estimate Gain
0.87%

NICOLET ADVISORY SERVICES, LLC's Vanguard Short-Term Government Bond ETF Holding Summary

As of 2025-03-31, NICOLET ADVISORY SERVICES, LLC held 191,260.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $11.21 Mil. This investment constitutes 1.11% of their stock portfolio, and NICOLET ADVISORY SERVICES, LLC now holds 0.05% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.

The initial trade took place in 2022Q4. And since then NICOLET ADVISORY SERVICES, LLC has made 6 purchases of VGSH, at an average price of $57.77, for a total of 292,095.00 shares. In addition, there have been 4 sales at an average price of $57.75 for 100,835.00 shares. Based on historical transaction data and VGSH's current price of $58.55, NICOLET ADVISORY SERVICES, LLC's estimated gain on his VGSH holdings is $147,611.09, reflecting a 0.87% gain to date.

NICOLET ADVISORY SERVICES, LLC VGSH ($58.55) Holding Chart

NICOLET ADVISORY SERVICES, LLC VGSH ($58.55) 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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