BOK Financial Private Wealth’s V2X VVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Buy |
5,399
+356
| +7% | +$17.3K | 0.02% | 156 |
|
|
2025
Q1 | $247K | Sell |
5,043
-2,899
| -37% | -$142K | 0.02% | 156 |
|
|
2024
Q4 | $380K | Hold |
7,942
| – | – | 0.03% | 141 |
|
|
2024
Q3 | $444K | Buy |
7,942
+998
| +14% | +$55.7K | 0.03% | 137 |
|
|
2024
Q2 | $333K | Hold |
6,944
| – | – | 0.02% | 146 |
|
|
2024
Q1 | $324K | Hold |
6,944
| – | – | 0.02% | 150 |
|
|
2023
Q4 | $322K | Hold |
6,944
| – | – | 0.03% | 142 |
|
|
2023
Q3 | $359K | Hold |
6,944
| – | – | 0.03% | 138 |
|
|
2023
Q2 | $344K | Hold |
6,944
| – | – | 0.03% | 139 |
|
|
2023
Q1 | $276K | Hold |
6,944
| – | – | 0.02% | 147 |
|
|
2022
Q4 | $287K | Hold |
6,944
| – | – | 0.02% | 142 |
|
|
2022
Q3 | $246K | Hold |
6,944
| – | – | 0.02% | 156 |
|
|
2022
Q2 | $232K | Sell |
6,944
-580
| -8% | -$19.4K | 0.02% | 166 |
|
|
2022
Q1 | $270K | Hold |
7,524
| – | – | 0.02% | 253 |
|
|
2021
Q4 | $344K | Buy |
+7,524
| New | +$344K | 0.02% | 209 |
|