VPIM
Vanguard Personalized Indexing Management’s BOK Financial BOKF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Buy |
3,983
+1,220
| +44% | +$120K | ﹤0.01% | 1318 |
|
|
2025
Q1 | $288K | Sell |
2,763
-209
| -7% | -$21.8K | ﹤0.01% | 1355 |
|
|
2024
Q4 | $316K | Sell |
2,972
-34
| -1% | -$3.62K | ﹤0.01% | 1309 |
|
|
2024
Q3 | $314K | Buy |
3,006
+190
| +7% | +$19.9K | 0.01% | 1322 |
|
|
2024
Q2 | $258K | Buy |
2,816
+431
| +18% | +$39.5K | ﹤0.01% | 1338 |
|
|
2024
Q1 | $219K | Buy |
+2,385
| New | +$219K | ﹤0.01% | 1411 |
|
|
2023
Q4 | – | Sell |
-2,811
| Closed | -$225K | – | 1574 |
|
|
2023
Q3 | $225K | Sell |
2,811
-307
| -10% | -$24.6K | 0.01% | 1251 |
|
|
2023
Q2 | $252K | Buy |
3,118
+54
| +2% | +$4.36K | 0.01% | 1223 |
|
|
2023
Q1 | $259K | Sell |
3,064
-908
| -23% | -$76.6K | 0.01% | 1191 |
|
|
2022
Q4 | $412K | Buy |
3,972
+1,155
| +41% | +$120K | 0.02% | 859 |
|
|
2022
Q3 | $250K | Sell |
2,817
-214
| -7% | -$19K | 0.01% | 1021 |
|
|
2022
Q2 | $229K | Buy |
3,031
+435
| +17% | +$32.9K | 0.01% | 1085 |
|
|
2022
Q1 | $244K | Buy |
2,596
+180
| +7% | +$16.9K | 0.01% | 1052 |
|
|
2021
Q4 | $255K | Buy |
+2,416
| New | +$255K | 0.02% | 921 |
|
|
2021
Q3 | – | Sell |
-3,924
| Closed | -$340K | – | 987 |
|
|
2021
Q2 | $340K | Buy |
+3,924
| New | +$340K | 0.04% | 676 |
|