NICOLET ADVISORY SERVICES, LLC VTEB Holdings History
NICOLET ADVISORY SERVICES, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, NICOLET ADVISORY SERVICES, LLC held 557,911.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $27.06 Mil. This investment constitutes 2.68% of their stock portfolio, and NICOLET ADVISORY SERVICES, LLC now holds 0.08% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2022Q1. And since then NICOLET ADVISORY SERVICES, LLC has made 9 purchases of VTEB, at an average price of $49.16, for a total of 581,431.00 shares. In addition, there have been 3 sales at an average price of $50.48 for 23,520.00 shares. Based on historical transaction data and VTEB's current price of $48.51, NICOLET ADVISORY SERVICES, LLC's estimated gain on his VTEB holdings is $-329,540.94, reflecting a -1.15% gain to date.
NICOLET ADVISORY SERVICES, LLC VTEB ($48.51) Holding Chart
NICOLET ADVISORY SERVICES, LLC VTEB ($48.51) 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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