Patten & Patten Inc Vanguard Transaction History
Patten & Patten Inc
- $1.42 Billion
- Q1 2025
A detailed history of Patten & Patten Inc transactions in Vanguard stock. As of the latest transaction made, Patten & Patten Inc holds 660,425 shares of VGSH stock, worth $38.7 Million. This represents 2.73% of its overall portfolio holdings.
Number of Shares
660,425
Previous 268,785
145.71%
Holding current value
$38.7 Million
Previous $15.6 Million
147.87%
% of portfolio
2.73%
Previous 1.09%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
1,025Shares Held
272MCall Options Held
6.2KPut Options Held
400-
Jpmorgan Chase & CO New York, NY43.5MShares$2.55 Billion0.2% of portfolio
-
Morgan Stanley New York, NY22.3MShares$1.3 Billion0.1% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$442 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC6.91MShares$405 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL6.27MShares$367 Million0.06% of portfolio