Number of Shares
154,896.00
Current Holdings Value*
$40.06 Mil
% of Portfolio
3.01%
Total Estimate Gain
$24.21 Mil
% of Total Estimate Gain
42.86%

BOK Financial Private Wealth, Inc.'s Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, BOK Financial Private Wealth, Inc. held 154,896.00 shares of Vanguard Mid-Cap ETF(VO), totaling $40.06 Mil. This investment constitutes 3.01% of their stock portfolio, and BOK Financial Private Wealth, Inc. now holds 0.06% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2017Q1. And since then BOK Financial Private Wealth, Inc. has made 7 purchases of VO, at an average price of $174.12, for a total of 324,364.00 shares. In addition, there have been 16 sales at an average price of $217.73 for 169,468.00 shares. Based on historical transaction data and VO's current price of $282.70, BOK Financial Private Wealth, Inc.'s estimated gain on his VO holdings is $24.21 Mil, reflecting a 42.86% gain to date.

BOK Financial Private Wealth, Inc. VO ($282.70) Holding Chart

BOK Financial Private Wealth, Inc. VO ($282.70) 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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