BOK Financial Private Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $308M | Sell |
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|
2025
Q2 | $288M | Buy |
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|
2025
Q1 | $253M | Buy |
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|
2024
Q4 | $260M | Buy |
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|
2024
Q3 | $239M | Buy |
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|
2024
Q2 | $210M | Buy |
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|
2024
Q1 | $197M | Buy |
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|
2023
Q4 | $162M | Sell |
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|
2023
Q3 | $148M | Buy |
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|
2023
Q2 | $141M | Sell |
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|
2023
Q1 | $139M | Sell |
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|
2022
Q4 | $131M | Buy |
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|
2022
Q3 | $113M | Buy |
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|
2022
Q2 | $99.8M | Buy |
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|
2022
Q1 | $110M | Sell |
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|
2021
Q4 | $122M | Buy |
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|
2021
Q3 | $104M | Buy |
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|
2021
Q2 | $98.2M | Buy |
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|
2021
Q1 | $86.7M | Buy |
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|
2020
Q4 | $75M | Buy |
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|
2020
Q3 | $58M | Buy |
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|
2020
Q2 | $49.4M | Buy |
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|
2020
Q1 | $35.2M | Buy |
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|
2019
Q4 | $40.8M | Buy |
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|
2019
Q3 | $34.2M | Buy |
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|
2019
Q2 | $32.8M | Sell |
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|
2019
Q1 | $38.5M | Sell |
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|
2018
Q4 | $36.4M | Buy |
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|
2018
Q3 | $33.4M | Sell |
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|
2018
Q2 | $32.7M | Sell |
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|
2018
Q1 | $33.5M | Sell |
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|
2017
Q4 | $35.1M | Sell |
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|
2017
Q3 | $34M | Sell |
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|
2017
Q2 | $35.5M | Sell |
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|
2017
Q1 | $35.3M | Sell |
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|
2016
Q4 | $34.3M | Buy |
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|
2016
Q3 | $32.8M | Buy |
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|
2016
Q2 | $30.9M | Sell |
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|
2016
Q1 | $31.3M | Buy |
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|
2015
Q4 | $29.9M | Buy |
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|
2015
Q3 | $27.9M | Sell |
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|
2015
Q2 | $30M | Buy |
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|
2015
Q1 | $29.4M | Sell |
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|
2014
Q4 | $31.4M | Sell |
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|
2014
Q3 | $30.4M | Buy |
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|
2014
Q2 | $30M | Sell |
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|
2014
Q1 | $28.9M | Sell |
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|
2013
Q4 | $31.2M | Sell |
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|
2013
Q3 | $30.5M | Sell |
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|
2013
Q2 | $30.1M | Buy |
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