BOK Financial Private Wealth, Inc. VUG Holdings History
BOK Financial Private Wealth, Inc.'s Vanguard Growth ETF Holding Summary
As of 2025-03-31, BOK Financial Private Wealth, Inc. held 399,182.00 shares of Vanguard Growth ETF(VUG), totaling $148.02 Mil. This investment constitutes 11.12% of their stock portfolio, and BOK Financial Private Wealth, Inc. now holds 0.11% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2014Q4. And since then BOK Financial Private Wealth, Inc. has made 23 purchases of VUG, at an average price of $211.52, for a total of 505,675.00 shares. In addition, there have been 5 sales at an average price of $234.44 for 106,493.00 shares. Based on historical transaction data and VUG's current price of $441.63, BOK Financial Private Wealth, Inc.'s estimated gain on his VUG holdings is $94.30 Mil, reflecting a 88.16% gain to date.
BOK Financial Private Wealth, Inc. VUG ($441.63) Holding Chart
BOK Financial Private Wealth, Inc. VUG ($441.63) 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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