Barton Investment Management Vanguard Transaction History
Barton Investment Management
- $795 Million
- Q3 2024
A detailed history of Barton Investment Management transactions in Vanguard stock. As of the latest transaction made, Barton Investment Management holds 23,469 shares of VGSH stock, worth $1.37 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
23,469
Previous 21,849
7.41%
Holding current value
$1.37 Million
Previous $1.27 Million
9.31%
% of portfolio
0.17%
Previous 0.17%
Shares
8 transactions
Others Institutions Holding VGSH
# of Institutions
913Shares Held
231MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$831 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$418 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$391 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$384 Million0.03% of portfolio