Upper Left Wealth Management, LLC Vanguard Global Ex U.S. Real Transaction History
Upper Left Wealth Management, LLC
- $134 Million
- Q1 2025
A detailed history of Upper Left Wealth Management, LLC transactions in Vanguard Global Ex U.S. Real stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 107,067 shares of VNQI stock, worth $4.59 Million. This represents 3.26% of its overall portfolio holdings.
Number of Shares
107,067
Previous 110,470
3.08%
Holding current value
$4.59 Million
Previous $4.37 Million
0.41%
% of portfolio
3.26%
Previous 3.91%
Shares
14 transactions
Others Institutions Holding VNQI
# of Institutions
384Shares Held
55.8MCall Options Held
15.2KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO16.5MShares$709 Million2.21% of portfolio
-
Personal Capital Advisors Corp11.9MShares$512 Million2.39% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.89MShares$253 Million0.04% of portfolio
-
Ballentine Partners, LLC Waltham, MA1.43MShares$61.2 Million1.01% of portfolio
-
Envestnet Asset Management Inc1.39MShares$59.7 Million0.02% of portfolio