Vanguard Personalized Indexing Management’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.31M Buy
65,005
+7,116
+12% +$582K 0.06% 276
2025
Q1
$5.74M Buy
57,889
+2,470
+4% +$245K 0.08% 207
2024
Q4
$5.56M Buy
55,419
+4,612
+9% +$463K 0.08% 198
2024
Q3
$4.63M Buy
50,807
+6,988
+16% +$637K 0.07% 234
2024
Q2
$3.57M Buy
43,819
+6,192
+16% +$504K 0.07% 252
2024
Q1
$3.02M Buy
37,627
+7,851
+26% +$629K 0.06% 272
2023
Q4
$2.09M Sell
29,776
-1,553
-5% -$109K 0.05% 330
2023
Q3
$1.99M Buy
31,329
+2,358
+8% +$150K 0.06% 316
2023
Q2
$1.79M Sell
28,971
-126
-0.4% -$7.78K 0.05% 343
2023
Q1
$1.85M Buy
29,097
+1,446
+5% +$91.9K 0.06% 316
2022
Q4
$1.82M Sell
27,651
-1,912
-6% -$126K 0.08% 287
2022
Q3
$1.52M Buy
29,563
+4,031
+16% +$207K 0.07% 303
2022
Q2
$1.42M Buy
25,532
+11,370
+80% +$631K 0.07% 305
2022
Q1
$1M Buy
14,162
+4,470
+46% +$316K 0.05% 450
2021
Q4
$570K Buy
9,692
+3,067
+46% +$180K 0.03% 646
2021
Q3
$384K Buy
6,625
+597
+10% +$34.6K 0.03% 650
2021
Q2
$335K Sell
6,028
-640
-10% -$35.6K 0.04% 684
2021
Q1
$338K Buy
+6,668
New +$338K 0.05% 459