BOK Financial Private Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.24M Sell
2025
Q2
$2.16M Sell
2025
Q1
$2.15M Sell
2024
Q4
$2.16M Sell
2024
Q3
$2.2M Buy
2024
Q2
$2.03M Sell
2024
Q1
$2.09M Sell
2023
Q4
$1.98M Buy
2023
Q3
$1.82M Buy
2023
Q2
$1.86M Sell
2023
Q1
$1.86M Buy
2022
Q4
$1.91M Buy
2022
Q3
$1.67M Buy
2022
Q2
$1.79M Buy
2022
Q1
$1.97M Buy
2021
Q4
$1.96M Buy
2021
Q3
$1.81M Sell
2021
Q2
$1.84M Buy
2019
Q4
Sell
2019
Q3
$881K Hold
2019
Q2
$868K Sell
2019
Q1
$939K Sell
2018
Q4
$856K Buy