Upper Left Wealth Management, LLC Vanguard Intl Eqty Ftse All Wo Transaction History

Upper Left Wealth Management, LLC

$112 Million
Q4 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Vanguard Intl Eqty Ftse All Wo stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 12,322 shares of VSS stock, worth $1.44 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares

12,322

Previous 11,715 5.18%

Holding current value

$1.44 Million

Previous $1.48 Million 4.41%

% of portfolio

1.26%

Previous 1.28%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$114.08 - $125.68 $69,246 - $76,287	607 Added 5.18%	12,322 $1.41 Million
Q3 2024 Nov 13, 2024	SELL	$112.99 - $126.45 $31,524 - $35,279	-279 Reduced 2.33%	11,715 $1.48 Million
Q2 2024 Jul 25, 2024	SELL	$112.27 - $120.96 $51,419 - $55,399	-458 Reduced 3.68%	11,994 $1.41 Million
Q1 2024 Apr 23, 2024	SELL	$109.57 - $116.86 $67,823 - $72,336	-619 Reduced 4.74%	12,452 $1.45 Million
Q4 2023 Jan 23, 2024	SELL	$99.44 - $115.1 $2,486 - $2,877	-25 Reduced 0.19%	13,071 $1.5 Million
Q3 2023 Oct 25, 2023	BUY	$105.51 - $115.93 $259,765 - $285,419	2,462 Added 23.15%	13,096 $1.39 Million
Q2 2023 Jul 25, 2023	BUY	$107.08 - $113.45 $56,431 - $59,788	527 Added 5.21%	10,634 $1.17 Million
Q1 2023 Apr 25, 2023	BUY	$103.34 - $113.48 $20,564 - $22,582	199 Added 2.01%	10,107 $1.1 Million
Q4 2022 Jan 17, 2023	SELL	$91.16 - $108.26 $40,475 - $48,067	-444 Reduced 4.29%	9,908 $0
Q3 2022 Nov 01, 2022	BUY	$92.19 - $111.85 $105,004 - $127,397	1,139 Added 12.36%	10,352 $982,000
Q2 2022 Jul 08, 2022	BUY	$102.76 - $125.99 $31,958 - $39,182	311 Added 3.49%	9,213 $951,000
Q1 2022 Apr 18, 2022	BUY	$115.14 - $134.62 $673,569 - $787,527	5,850 Added 191.68%	8,902 $1.11 Million
Q4 2021 Feb 15, 2022	BUY	$127.84 - $140.12 $390,167 - $427,646	3,052 New	3,052 $412,000

Others Institutions Holding VSS

# of Institutions

683

Shares Held

47.7M

Call Options Held

100

Put Options Held

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About VANGUARD INTL EQTY FTSE ALL-WO

Ticker VSS
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Upper Left Wealth Management, LLC Vanguard Intl Eqty Ftse All Wo Transaction History