Upper Left Wealth Management, LLC Vanguard Growth ETF Transaction History

Upper Left Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	SELL	$261.54 - $312.16 $10,461 - $12,486	-40 Reduced 2.45%	1,593 $495,000
Q3 2023 Oct 25, 2023	SELL	$269.56 - $293.5 $640,205 - $697,062	-2,375 Reduced 59.26%	1,633 $444,000
Q2 2023 Jul 25, 2023	SELL	$243.06 - $282.96 $93,335 - $108,656	-384 Reduced 8.74%	4,008 $1.13 Million
Q1 2023 Apr 25, 2023	SELL	$209.25 - $249.44 $80,352 - $95,784	-384 Reduced 8.04%	4,392 $1.1 Million
Q4 2022 Jan 17, 2023	BUY	$208.44 - $233.81 $995,509 - $1.12 Million	4,776 New	4,776 $0

2,372

241M

240K

155K

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