Number of Shares
167,561.00
Current Holdings Value*
$9.83 Mil
% of Portfolio
0.74%
Total Estimate Gain
$2.11 Mil
% of Total Estimate Gain
1.54%

BOK Financial Private Wealth, Inc.'s Vanguard Short-Term Government Bond ETF Holding Summary

As of 2025-03-31, BOK Financial Private Wealth, Inc. held 167,561.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $9.83 Mil. This investment constitutes 0.74% of their stock portfolio, and BOK Financial Private Wealth, Inc. now holds 0.04% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.

The initial trade took place in 2018Q2. And since then BOK Financial Private Wealth, Inc. has made 16 purchases of VGSH, at an average price of $59.10, for a total of 2.32 Mil shares. In addition, there have been 10 sales at an average price of $60.14 for 2.15 Mil shares. Based on historical transaction data and VGSH's current price of $58.49, BOK Financial Private Wealth, Inc.'s estimated gain on his VGSH holdings is $2.11 Mil, reflecting a 1.54% gain to date.

BOK Financial Private Wealth, Inc. VGSH ($58.49) Holding Chart

BOK Financial Private Wealth, Inc. VGSH ($58.49) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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