BOK Financial Private Wealth, Inc. VOO Holdings History
BOK Financial Private Wealth, Inc.'s Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, BOK Financial Private Wealth, Inc. held 492,784.00 shares of Vanguard S&P 500 ETF(VOO), totaling $253.25 Mil. This investment constitutes 19.02% of their stock portfolio, and BOK Financial Private Wealth, Inc. now holds 0.04% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2013Q4. And since then BOK Financial Private Wealth, Inc. has made 23 purchases of VOO, at an average price of $312.06, for a total of 644,920.00 shares. In addition, there have been 15 sales at an average price of $281.55 for 152,136.00 shares. Based on historical transaction data and VOO's current price of $574.35, BOK Financial Private Wealth, Inc.'s estimated gain on his VOO holdings is $124.61 Mil, reflecting a 61.92% gain to date.
BOK Financial Private Wealth, Inc. VOO ($574.35) Holding Chart
BOK Financial Private Wealth, Inc. VOO ($574.35) 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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