Upper Left Wealth Management, LLC Vanguard Ftse Developed Market Transaction History

Upper Left Wealth Management, LLC

$115 Million
Q3 2024

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 35,527 shares of VEA stock, worth $1.72 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares

35,527

Previous 29,924 18.72%

Holding current value

$1.72 Million

Previous $1.48 Million 26.93%

% of portfolio

1.63%

Previous 1.36%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$47.6 - $53.31 $266,702 - $298,695	5,603 Added 18.72%	35,527 $1.88 Million
Q2 2024 Jul 25, 2024	BUY	$47.83 - $51.21 $158,365 - $169,556	3,311 Added 12.44%	29,924 $1.48 Million
Q1 2024 Apr 23, 2024	BUY	$46.21 - $50.27 $278,969 - $303,479	6,037 Added 29.34%	26,613 $1.34 Million
Q4 2023 Jan 23, 2024	BUY	$41.58 - $47.99 $133,929 - $154,575	3,221 Added 18.56%	20,576 $985,000
Q3 2023 Oct 25, 2023	SELL	$43.5 - $47.63 $35,670 - $39,056	-820 Reduced 4.51%	17,355 $758,000
Q2 2023 Jul 25, 2023	SELL	$44.63 - $47.33 $22,315 - $23,665	-500 Reduced 2.68%	18,175 $839,000
Q1 2023 Apr 25, 2023	BUY	$42.2 - $46.17 $25,826 - $28,256	612 Added 3.39%	18,675 $843,000
Q4 2022 Jan 17, 2023	SELL	$36.19 - $43.78 $306,601 - $370,904	-8,472 Reduced 31.93%	18,063 $0
Q3 2022 Nov 01, 2022	BUY	$36.19 - $43.74 $266,249 - $321,795	7,357 Added 38.36%	26,535 $987,000
Q2 2022 Jul 08, 2022	BUY	$40.38 - $48.66 $106,037 - $127,781	2,626 Added 15.87%	19,178 $782,000
Q1 2022 Apr 18, 2022	SELL	$44.13 - $51.72 $63,988 - $74,994	-1,450 Reduced 8.05%	16,552 $802,000
Q4 2021 Feb 15, 2022	BUY	$49.38 - $52.95 $888,938 - $953,205	18,002 New	18,002 $927,000

Others Institutions Holding VEA

# of Institutions

2,383

Shares Held

2.11B

Call Options Held

217K

Put Options Held

607K

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About VANGUARD FTSE DEVELOPED MARKET

Ticker VEA
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Upper Left Wealth Management, LLC Vanguard Ftse Developed Market Transaction History