Upper Left Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Upper Left Wealth Management, LLC
- $112 Million
- Q4 2024
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 6,436 shares of VB stock, worth $1.53 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
6,436
Previous 6,249
2.99%
Holding current value
$1.53 Million
Previous $1.48 Million
4.32%
% of portfolio
1.38%
Previous 1.29%
Shares
10 transactions
Others Institutions Holding VB
# of Institutions
2,325Shares Held
159MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.9 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.79 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.74 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.35 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.25 Billion0.42% of portfolio