Upper Left Wealth Management, LLC Vanguard Ftse Developed Market Transaction History
Upper Left Wealth Management, LLC
- $142 Million
- Q2 2025
A detailed history of Upper Left Wealth Management, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 43,063 shares of VEA stock, worth $2.5 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
43,063
Previous 44,834
3.95%
Holding current value
$2.5 Million
Previous $2.3 Million
6.88%
% of portfolio
1.73%
Previous 1.72%
Shares
15 transactions
Others Institutions Holding VEA
# of Institutions
2,747Shares Held
2.25BCall Options Held
257KPut Options Held
199K-
Bank Of America Corp Charlotte, NC189MShares$11 Billion0.79% of portfolio
-
Creative Planning Overland Park, KS138MShares$8.03 Billion6.64% of portfolio
-
Betterment LLC New York, NY134MShares$7.77 Billion16.16% of portfolio
-
Envestnet Asset Management Inc98.7MShares$5.73 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA65.3MShares$3.79 Billion0.77% of portfolio