Upper Left Wealth Management, LLC Vanguard Ftse Pacific ETF Ftse Transaction History

Upper Left Wealth Management, LLC

$106 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 08, 2022	SELL	N/A	-2,918 Closed	0 $0
Q1 2022 Apr 18, 2022	BUY	N/A	28 Added 0.97%	2,918 $218,000
Q4 2021 Feb 15, 2022	BUY	N/A	2,890 New	2,890 $226,000

Others Institutions Holding VPL

# of Institutions

353

Shares Held

58.7M

Call Options Held

44.1K

Put Options Held

400

Bank Of America Corp Charlotte, NC

5.49M
Shares

$413 Million
0.04% of portfolio
Mather Group, Llc. Chicago, IL

4.5M
Shares

$339 Million
5.15% of portfolio
Janney Montgomery Scott LLC

4.34M
Shares

$327 Million
0.98% of portfolio
West End Advisors, LLC

4.02M
Shares

$302 Million
7.92% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.75M
Shares

$282 Million
0.07% of portfolio

About VANGUARD FTSE PACIFIC ETF FTSE

Ticker VPL
Sector ETFs
Industry Closed-End Fund - Foreign

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