Upper Left Wealth Management, LLC Vanguard Health Care ETF Transaction History
Upper Left Wealth Management, LLC
- $142 Million
- Q2 2025
A detailed history of Upper Left Wealth Management, LLC transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 1,050 shares of VHT stock, worth $282,775. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,050
Previous 1,050
-0.0%
Holding current value
$282,775
Previous $276,000
5.8%
% of portfolio
0.18%
Previous 0.21%
Shares
1 transactions
Others Institutions Holding VHT
# of Institutions
1,150Shares Held
23.8MCall Options Held
39KPut Options Held
14.2K-
Bank Of America Corp Charlotte, NC1.92MShares$517 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.46MShares$394 Million0.02% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.35MShares$363 Million6.95% of portfolio
-
Ubs Group Ag1.2MShares$323 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA914KShares$246 Million0.05% of portfolio