Patten & Patten Inc Vanguard Transaction History
Patten & Patten Inc
- $1.46 Billion
- Q2 2025
A detailed history of Patten & Patten Inc transactions in Vanguard stock. As of the latest transaction made, Patten & Patten Inc holds 743,105 shares of VGSH stock, worth $43.7 Million. This represents 3.0% of its overall portfolio holdings.
Number of Shares
743,105
Previous 660,425
12.52%
Holding current value
$43.7 Million
Previous $38.8 Million
12.69%
% of portfolio
3.0%
Previous 2.73%
Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
1,063Shares Held
285MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY43.5MShares$2.56 Billion0.2% of portfolio
-
Morgan Stanley New York, NY20.5MShares$1.21 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.74MShares$514 Million0.04% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$443 Million10.66% of portfolio
-
Northern Trust Corp Chicago, IL6.69MShares$394 Million0.06% of portfolio