Upper Left Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Upper Left Wealth Management, LLC
- $134 Million
- Q1 2025
A detailed history of Upper Left Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 8,140 shares of VNQ stock, worth $705,575. This represents 0.55% of its overall portfolio holdings.
Number of Shares
8,140
Previous 8,136
0.05%
Holding current value
$705,575
Previous $724,000
0.83%
% of portfolio
0.55%
Previous 0.65%
Shares
14 transactions
Others Institutions Holding VNQ
# of Institutions
1,914Shares Held
235MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.29 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.07 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.02 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$892 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$832 Million0.07% of portfolio