Upper Left Wealth Management, LLC Vanguard Total International B Transaction History
Upper Left Wealth Management, LLC
- $142 Million
- Q2 2025
A detailed history of Upper Left Wealth Management, LLC transactions in Vanguard Total International B stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 118,578 shares of BNDX stock, worth $5.87 Million. This represents 4.13% of its overall portfolio holdings.
Number of Shares
118,578
Previous 118,442
0.11%
Holding current value
$5.87 Million
Previous $5.78 Million
1.52%
% of portfolio
4.13%
Previous 4.33%
Shares
13 transactions
Others Institutions Holding BNDX
# of Institutions
1,078Shares Held
773MCall Options Held
35.6KPut Options Held
0-
Jpmorgan Chase & CO New York, NY231MShares$11.4 Billion0.88% of portfolio
-
Bank Of America Corp Charlotte, NC127MShares$6.28 Billion0.47% of portfolio
-
Vanguard Group Inc Valley Forge, PA69.2MShares$3.42 Billion0.06% of portfolio
-
Envestnet Asset Management Inc62MShares$3.07 Billion0.94% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN28.6MShares$1.42 Billion0.62% of portfolio