BOK Financial Private Wealth’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Hold |
1,419
| – | – | 0.02% | 161 |
|
|
2025
Q1 | $228K | Hold |
1,419
| – | – | 0.02% | 163 |
|
|
2024
Q4 | $230K | Hold |
1,419
| – | – | 0.02% | 168 |
|
|
2024
Q3 | $238K | Sell |
1,419
-413
| -23% | -$69.2K | 0.02% | 164 |
|
|
2024
Q2 | $277K | Hold |
1,832
| – | – | 0.02% | 158 |
|
|
2024
Q1 | $286K | Buy |
1,832
+662
| +57% | +$103K | 0.02% | 156 |
|
|
2023
Q4 | $170K | Buy |
1,170
+159
| +16% | +$23.1K | 0.01% | 173 |
|
|
2023
Q3 | $132K | Sell |
1,011
-1
| -0.1% | -$131 | 0.01% | 176 |
|
|
2023
Q2 | $140K | Sell |
1,012
-168
| -14% | -$23.2K | 0.01% | 171 |
|
|
2023
Q1 | $158K | Buy |
1,180
+115
| +11% | +$15.4K | 0.01% | 171 |
|
|
2022
Q4 | $144K | Buy |
1,065
+9
| +0.9% | +$1.22K | 0.01% | 175 |
|
|
2022
Q3 | $129K | Buy |
1,056
+86
| +9% | +$10.5K | 0.01% | 191 |
|
|
2022
Q2 | $126K | Buy |
+970
| New | +$126K | 0.01% | 194 |
|
|
2020
Q2 | – | Sell |
-5,997
| Closed | -$487K | – | 196 |
|
|
2020
Q1 | $487K | Buy |
+5,997
| New | +$487K | 0.06% | 130 |
|