BOK Financial Private Wealth, Inc. VTV Holdings History
BOK Financial Private Wealth, Inc.'s Vanguard Value ETF Holding Summary
As of 2025-03-31, BOK Financial Private Wealth, Inc. held 576,248.00 shares of Vanguard Value ETF(VTV), totaling $99.54 Mil. This investment constitutes 7.48% of their stock portfolio, and BOK Financial Private Wealth, Inc. now holds 0.07% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2013Q4. And since then BOK Financial Private Wealth, Inc. has made 18 purchases of VTV, at an average price of $123.30, for a total of 723,781.00 shares. In addition, there have been 6 sales at an average price of $137.10 for 147,533.00 shares. Based on historical transaction data and VTV's current price of $178.26, BOK Financial Private Wealth, Inc.'s estimated gain on his VTV holdings is $33.71 Mil, reflecting a 37.77% gain to date.
BOK Financial Private Wealth, Inc. VTV ($178.26) Holding Chart
BOK Financial Private Wealth, Inc. VTV ($178.26) 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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