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 $2.62 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
43,063
Previous 44,834
3.95%
Holding current value
$2.62 Million
Previous $2.3 Million
6.88%
% of portfolio
1.73%
Previous 1.72%
Shares
15 transactions
Others Institutions Holding VEA
# of Institutions
2,819Shares Held
2.3BCall Options Held
349KPut Options Held
119K-
Bank Of America Corp Charlotte, NC195MShares$11.8 Billion0.83% of portfolio
-
Betterment LLC New York, NY134MShares$8.16 Billion16.28% of portfolio
-
Creative Planning Overland Park, KS132MShares$8.04 Billion6.49% of portfolio
-
Envestnet Asset Management Inc99.7MShares$6.07 Billion1.74% of portfolio
-
Morgan Stanley New York, NY65.8MShares$4 Billion0.25% of portfolio