Upper Left Wealth Management, LLC Vanguard Ftse All World Ex Us Transaction History

Upper Left Wealth Management, LLC

$115 Million
Q3 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Vanguard Ftse All World Ex Us stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 72,470 shares of VEU stock, worth $4.25 Million. This represents 3.97% of its overall portfolio holdings.

Number of Shares

72,470

Previous 73,095 0.86%

Holding current value

$4.25 Million

Previous $4.29 Million 6.51%

% of portfolio

3.97%

Previous 3.94%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$56.47 - $63.69 $35,293 - $39,806	-625 Reduced 0.86%	72,470 $4.57 Million
Q2 2024 Jul 25, 2024	SELL	$56.22 - $60.47 $177,823 - $191,266	-3,163 Reduced 4.15%	73,095 $4.29 Million
Q1 2024 Apr 23, 2024	SELL	$54.0 - $58.69 $49,896 - $54,229	-924 Reduced 1.2%	76,258 $4.47 Million
Q4 2023 Jan 23, 2024	SELL	$49.57 - $56.14 $39,953 - $45,248	-806 Reduced 1.03%	77,182 $4.33 Million
Q3 2023 Oct 25, 2023	BUY	$51.66 - $56.47 $401,604 - $438,997	7,774 Added 11.07%	77,988 $4.05 Million
Q2 2023 Jul 25, 2023	BUY	$52.62 - $56.04 $78,035 - $83,107	1,483 Added 2.16%	70,214 $3.82 Million
Q1 2023 Apr 25, 2023	BUY	$50.42 - $55.03 $99,478 - $108,574	1,973 Added 2.96%	68,731 $3.68 Million
Q4 2022 Jan 17, 2023	SELL	$44.03 - $52.21 $121,698 - $144,308	-2,764 Reduced 3.98%	66,758 $0
Q3 2022 Nov 01, 2022	BUY	$44.35 - $52.71 $646,090 - $767,879	14,568 Added 26.51%	69,522 $3.15 Million
Q2 2022 Jul 08, 2022	SELL	$49.43 - $58.65 $700,175 - $830,777	-14,165 Reduced 20.49%	54,954 $2.75 Million
Q1 2022 Apr 18, 2022	BUY	$53.45 - $62.56 $880,749 - $1.03 Million	16,478 Added 31.3%	69,119 $4.02 Million
Q4 2021 Feb 15, 2022	BUY	$59.38 - $63.62 $3.13 Million - $3.35 Million	52,641 New	52,641 $3.25 Million

Others Institutions Holding VEU

# of Institutions

1,327

Shares Held

309M

Call Options Held

47.6K

Put Options Held

300

View Full List

About VANGUARD FTSE ALL- WORLD EX-US

Ticker VEU
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Upper Left Wealth Management, LLC Vanguard Ftse All World Ex Us Transaction History