BOK Financial Private Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $940K | Hold |
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|
2025
Q2 | $892K | Sell |
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|
2025
Q1 | $864K | Sell |
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|
2024
Q4 | $1.35M | Buy |
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|
2024
Q3 | $340K | Buy |
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|
2024
Q2 | $292K | Hold |
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|
2024
Q1 | $291K | Hold |
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|
2023
Q4 | $271K | Hold |
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|
2023
Q3 | $249K | Buy |
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|
2023
Q2 | $176K | Hold |
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|
2023
Q1 | $166K | Hold |
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|
2022
Q4 | $164K | Hold |
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|
2022
Q3 | $146K | Hold |
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|
2022
Q2 | $155K | Buy |
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