Upper Left Wealth Management, LLC Vanguard Global Ex U.S. Real Transaction History
Upper Left Wealth Management, LLC
- $142 Million
- Q2 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 105,690 shares of VNQI stock, worth $4.96 Million. This represents 3.43% of its overall portfolio holdings.
Number of Shares
105,690
Previous 107,067
1.29%
Holding current value
$4.96 Million
Previous $4.35 Million
12.06%
% of portfolio
3.43%
Previous 3.26%
Shares
15 transactions
Others Institutions Holding VNQI
# of Institutions
395Shares Held
52MCall Options Held
17.9KPut Options Held
3.4K-
Empower Advisory Group, LLC Greenwood Village, CO13.6MShares$640 Million1.9% of portfolio
-
Personal Capital Advisors Corp11.9MShares$559 Million2.39% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.71MShares$268 Million0.04% of portfolio
-
Ballentine Partners, LLC Waltham, MA1.44MShares$67.5 Million1.01% of portfolio
-
United Capital Financial Advisers, LLC Newport Beach, CA1.35MShares$63.2 Million0.47% of portfolio