Patriot Investment Management Inc. Vanguard Transaction History
Patriot Investment Management Inc.
- $1.32 Billion
- Q1 2025
A detailed history of Patriot Investment Management Inc. transactions in Vanguard stock. As of the latest transaction made, Patriot Investment Management Inc. holds 230,636 shares of VGSH stock, worth $13.6 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
230,636
Previous 212,910
8.33%
Holding current value
$13.6 Million
Previous $12.4 Million
9.25%
% of portfolio
1.02%
Previous 0.93%
Shares
25 transactions
Others Institutions Holding VGSH
# of Institutions
1,024Shares Held
255MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.22 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.29 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$444 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$420 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$344 Million0.05% of portfolio