BOK Financial Private Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Sell |
16,238
-459
| -3% | -$61.2K | 0.14% | 55 |
|
|
2025
Q1 | $2.15M | Sell |
16,697
-208
| -1% | -$26.8K | 0.16% | 55 |
|
|
2024
Q4 | $2.16M | Sell |
16,905
-276
| -2% | -$35.2K | 0.16% | 60 |
|
|
2024
Q3 | $2.2M | Buy |
17,181
+25
| +0.1% | +$3.21K | 0.16% | 60 |
|
|
2024
Q2 | $2.03M | Sell |
17,156
-78
| -0.5% | -$9.25K | 0.15% | 68 |
|
|
2024
Q1 | $2.09M | Sell |
17,234
-493
| -3% | -$59.6K | 0.16% | 66 |
|
|
2023
Q4 | $1.98M | Buy |
17,727
+148
| +0.8% | +$16.5K | 0.16% | 71 |
|
|
2023
Q3 | $1.82M | Buy |
17,579
+29
| +0.2% | +$3K | 0.16% | 79 |
|
|
2023
Q2 | $1.86M | Sell |
17,550
-115
| -0.7% | -$12.2K | 0.15% | 79 |
|
|
2023
Q1 | $1.86M | Buy |
17,665
+27
| +0.2% | +$2.85K | 0.15% | 80 |
|
|
2022
Q4 | $1.91M | Buy |
17,638
+34
| +0.2% | +$3.68K | 0.16% | 80 |
|
|
2022
Q3 | $1.67M | Buy |
17,604
+30
| +0.2% | +$2.85K | 0.15% | 84 |
|
|
2022
Q2 | $1.79M | Buy |
17,574
+30
| +0.2% | +$3.05K | 0.16% | 86 |
|
|
2022
Q1 | $1.97M | Buy |
17,544
+22
| +0.1% | +$2.47K | 0.14% | 98 |
|
|
2021
Q4 | $1.96M | Buy |
17,522
+31
| +0.2% | +$3.48K | 0.14% | 96 |
|
|
2021
Q3 | $1.81M | Sell |
17,491
-45
| -0.3% | -$4.65K | 0.14% | 91 |
|
|
2021
Q2 | $1.84M | Buy |
+17,536
| New | +$1.84M | 0.15% | 87 |
|
|
2019
Q4 | – | Sell |
-9,932
| Closed | -$881K | – | 192 |
|
|
2019
Q3 | $881K | Hold |
9,932
| – | – | 0.12% | 52 |
|
|
2019
Q2 | $868K | Sell |
9,932
-1,025
| -9% | -$89.6K | 0.13% | 53 |
|
|
2019
Q1 | $939K | Sell |
10,957
-16
| -0.1% | -$1.37K | 0.13% | 48 |
|
|
2018
Q4 | $856K | Buy |
+10,973
| New | +$856K | 0.12% | 51 |
|