Upper Left Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Upper Left Wealth Management, LLC

  • $134 Million
  • Q1 2025

A detailed history of Upper Left Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 5,907 shares of VB stock, worth $1.35 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
5,907
Previous 6,436 8.22%
Holding current value
$1.35 Million
Previous $1.55 Million 15.33%
% of portfolio
0.98%
Previous 1.38%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$217.89 - $252.64 $115,263 - $133,646
-529 Reduced 8.22%
5,907 $1.31 Million
Q4 2024

Jan 23, 2025
BUY
$233.76 - $261.58 $43,713 - $48,915
187 Added 2.99%
6,436 $1.55 Million
Q3 2024

Nov 13, 2024
BUY
$214.77 - $237.72 $115,975 - $128,368
540 Added 9.46%
6,249 $1.48 Million
Q2 2024

Jul 25, 2024
BUY
$210.76 - $226.94 $42,362 - $45,614
201 Added 3.65%
5,709 $1.24 Million
Q1 2024

Apr 23, 2024
SELL
$204.0 - $228.59 $110,568 - $123,895
-542 Reduced 8.96%
5,508 $1.26 Million
Q4 2023

Jan 23, 2024
BUY
$175.26 - $215.9 $838,969 - $1.03 Million
4,787 Added 379.02%
6,050 $1.29 Million
Q3 2023

Oct 25, 2023
SELL
$186.24 - $208.75 $11,733 - $13,151
-63 Reduced 4.75%
1,263 $238,000
Q2 2023

Jul 25, 2023
BUY
$181.26 - $198.89 $1,993 - $2,187
11 Added 0.84%
1,326 $263,000
Q1 2023

Apr 25, 2023
BUY
$179.51 - $208.76 $236,055 - $274,519
1,315 New
1,315 $249,000
Q2 2022

Jul 08, 2022
SELL
$170.7 - $214.67 $171,724 - $215,958
-1,006 Closed
0 $0
Q1 2022

Apr 18, 2022
BUY
$198.73 - $227.97 $199,922 - $229,337
1,006 New
1,006 $216,000

Others Institutions Holding VB

# of Institutions
2,370
Shares Held
166M
Call Options Held
78.1K
Put Options Held
52.8K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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