Upper Left Wealth Management, LLC Vanguard Global Ex U.S. Real Transaction History
Upper Left Wealth Management, LLC
- $151 Million
- Q3 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 104,861 shares of VNQI stock, worth $4.99 Million. This represents 3.32% of its overall portfolio holdings.
Number of Shares
104,861
Previous 105,690
0.78%
Holding current value
$4.99 Million
Previous $4.88 Million
2.65%
% of portfolio
3.32%
Previous 3.43%
Shares
16 transactions
Others Institutions Holding VNQI
# of Institutions
411Shares Held
53MCall Options Held
10KPut Options Held
0-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$660 Million1.84% of portfolio
-
Personal Capital Advisors Corp11.9MShares$568 Million2.39% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.39MShares$257 Million0.04% of portfolio
-
Assetmark, Inc1.85MShares$88 Million0.19% of portfolio
-
Ballentine Partners, LLC Waltham, MA1.5MShares$71.3 Million1.01% of portfolio