Upper Left Wealth Management, LLC Vanguard Ftse Developed Market Transaction History
Upper Left Wealth Management, LLC
- $151 Million
- Q3 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 43,250 shares of VEA stock, worth $2.65 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
43,250
Previous 43,063
0.43%
Holding current value
$2.65 Million
Previous $2.46 Million
5.54%
% of portfolio
1.72%
Previous 1.73%
Shares
16 transactions
Others Institutions Holding VEA
# of Institutions
2,897Shares Held
2.36BCall Options Held
214KPut Options Held
161K-
Bank Of America Corp Charlotte, NC201MShares$12.4 Billion0.84% of portfolio
-
Betterment LLC New York, NY137MShares$8.43 Billion16.28% of portfolio
-
Creative Planning Overland Park, KS128MShares$7.85 Billion5.95% of portfolio
-
Envestnet Asset Management Inc82.8MShares$5.08 Billion1.53% of portfolio
-
Wells Fargo & Company San Francisco, CA63.5MShares$3.89 Billion0.75% of portfolio