Per Stirling Capital Management, Llc. VANGUARD WELLINGTON FD Transaction History

Per Stirling Capital Management, Llc.

  • $766 Billion
  • Q2 2025
Number of Shares
6,292
Previous 6,190 1.65%
Holding current value
$635 Million
Previous $622 Million 2.07%
% of portfolio
0.08%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
N/A
102 Added 1.65%
6,292 $635 Million
Q1 2025

May 14, 2025
BUY
N/A
2,205 Added 55.33%
6,190 $622 Million
Q4 2024

Feb 13, 2025
BUY
N/A
3,985 New
3,985 $399 Million
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