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
903Shares Held
236MCall Options Held
15.1KPut Options Held
70.6K-
Morgan Stanley New York, NY20.9MShares$1.22 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.13 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$465 Million0.08% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$418 Million10.99% of portfolio
-
Envestnet Asset Management Inc6.57MShares$383 Million0.14% of portfolio