Upper Left Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Upper Left Wealth Management, LLC
- $142 Million
- Q2 2025
A detailed history of Upper Left Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 1,198 shares of VOO stock, worth $701,524. This represents 0.48% of its overall portfolio holdings.
Number of Shares
1,198Holding current value
$701,524% of portfolio
0.48%Shares
1 transactions
Others Institutions Holding VOO
# of Institutions
3,679Shares Held
530MCall Options Held
2.1MPut Options Held
1.61M-
Afbi LP Miami Beach, FL39.9MShares$23.4 Billion100.0% of portfolio
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Vanguard Group Inc Valley Forge, PA34.5MShares$20.2 Billion0.33% of portfolio
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Jpmorgan Chase & CO New York, NY29.2MShares$17.1 Billion1.18% of portfolio
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Raymond James Financial Inc St. Petersburg, FL26.7MShares$15.6 Billion5.31% of portfolio
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Bank Of America Corp Charlotte, NC24.6MShares$14.4 Billion1.04% of portfolio