BOK Financial Private Wealth’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Hold |
955
| – | – | 0.02% | 153 |
|
|
2025
Q1 | $234K | Hold |
955
| – | – | 0.02% | 160 |
|
|
2024
Q4 | $242K | Hold |
955
| – | – | 0.02% | 164 |
|
|
2024
Q3 | $233K | Sell |
955
-307
| -24% | -$74.8K | 0.02% | 165 |
|
|
2024
Q2 | $290K | Hold |
1,262
| – | – | 0.02% | 156 |
|
|
2024
Q1 | $298K | Buy |
1,262
+337
| +36% | +$79.5K | 0.02% | 153 |
|
|
2023
Q4 | $203K | Buy |
925
+102
| +12% | +$22.4K | 0.02% | 164 |
|
|
2023
Q3 | $160K | Sell |
823
-1
| -0.1% | -$195 | 0.01% | 164 |
|
|
2023
Q2 | $170K | Sell |
824
-136
| -14% | -$28K | 0.01% | 162 |
|
|
2023
Q1 | $187K | Sell |
960
-227
| -19% | -$44.2K | 0.02% | 161 |
|
|
2022
Q4 | $213K | Hold |
1,187
| – | – | 0.02% | 151 |
|
|
2022
Q3 | $202K | Buy |
1,187
+41
| +4% | +$6.98K | 0.02% | 170 |
|
|
2022
Q2 | $201K | Buy |
1,146
+36
| +3% | +$6.31K | 0.02% | 172 |
|
|
2022
Q1 | $247K | Sell |
1,110
-2
| -0.2% | -$445 | 0.02% | 270 |
|
|
2021
Q4 | $283K | Sell |
1,112
-138
| -11% | -$35.1K | 0.02% | 239 |
|
|
2021
Q3 | $295K | Sell |
1,250
-67
| -5% | -$15.8K | 0.02% | 195 |
|
|
2021
Q2 | $311K | Sell |
1,317
-279
| -17% | -$65.9K | 0.03% | 175 |
|
|
2021
Q1 | $343K | Buy |
1,596
+435
| +37% | +$93.5K | 0.03% | 143 |
|
|
2020
Q4 | $246K | Sell |
1,161
-2
| -0.2% | -$424 | 0.02% | 162 |
|
|
2020
Q3 | $210K | Buy |
+1,163
| New | +$210K | 0.02% | 160 |
|
|
2018
Q1 | – | Sell |
-1,835
| Closed | -$234K | – | 124 |
|
|
2017
Q4 | $234K | Hold |
1,835
| – | – | 0.04% | 111 |
|
|
2017
Q3 | $223K | Hold |
1,835
| – | – | 0.04% | 116 |
|
|
2017
Q2 | $216K | Hold |
1,835
| – | – | 0.03% | 127 |
|
|
2017
Q1 | $207K | Buy |
+1,835
| New | +$207K | 0.03% | 134 |
|