Number of Shares
93,855.00
Current Holdings Value*
$22.49 Mil
% of Portfolio
2.23%
Total Estimate Gain
$11.65 Mil
% of Total Estimate Gain
54.46%

NICOLET ADVISORY SERVICES, LLC's Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, NICOLET ADVISORY SERVICES, LLC held 93,855.00 shares of Vanguard Mid-Cap ETF(VO), totaling $22.49 Mil. This investment constitutes 2.23% of their stock portfolio, and NICOLET ADVISORY SERVICES, LLC now holds 0.03% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2019Q1. And since then NICOLET ADVISORY SERVICES, LLC has made 12 purchases of VO, at an average price of $175.23, for a total of 122,099.00 shares. In addition, there have been 12 sales at an average price of $223.87 for 28,244.00 shares. Based on historical transaction data and VO's current price of $284.74, NICOLET ADVISORY SERVICES, LLC's estimated gain on his VO holdings is $11.65 Mil, reflecting a 54.46% gain to date.

NICOLET ADVISORY SERVICES, LLC VO ($284.74) Holding Chart

NICOLET ADVISORY SERVICES, LLC VO ($284.74) 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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