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

Per Stirling Capital Management, Llc.

  • $695 Billion
  • Q1 2025
Number of Shares
6,190
Previous 3,985 55.33%
Holding current value
$622 Million
Previous $399 Million 55.74%
% of portfolio
0.09%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Per Stirling Capital Management, Llc. Portfolio

Follow Per Stirling Capital Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Per Stirling Capital Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Per Stirling Capital Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email