Upper Left Wealth Management, LLC Vanguard Ftse Emerging Mkts Et Transaction History

Upper Left Wealth Management, LLC

  • $106 Million
  • Q1 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Vanguard Ftse Emerging Mkts Et stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 26,038 shares of VWO stock, worth $1.15 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
26,038
Previous 20,186 28.99%
Holding current value
$1.15 Million
Previous $829,000 31.12%
% of portfolio
1.03%
Previous 0.81%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$39.04 - $42.23 $228,462 - $247,129
5,852 Added 28.99%
26,038 $1.09 Million
Q4 2023

Jan 23, 2024
BUY
$37.74 - $41.31 $53,704 - $58,784
1,423 Added 7.58%
20,186 $829,000
Q3 2023

Oct 25, 2023
BUY
$39.04 - $43.07 $12,609 - $13,911
323 Added 1.75%
18,763 $735,000
Q2 2023

Jul 25, 2023
BUY
$39.05 - $42.09 $69,509 - $74,920
1,780 Added 10.68%
18,440 $750,000
Q1 2023

Apr 25, 2023
BUY
$38.45 - $43.18 $33,874 - $38,041
881 Added 5.58%
16,660 $673,000
Q4 2022

Jan 17, 2023
SELL
$36.93 - $40.67 $165,704 - $182,486
-4,487 Reduced 22.14%
15,779 $0
Q3 2022

Nov 01, 2022
BUY
$37.52 - $42.54 $15,383 - $17,441
410 Added 2.06%
20,266 $750,000
Q2 2022

Jul 08, 2022
BUY
$40.48 - $47.83 $262,715 - $310,416
6,490 Added 48.56%
19,856 $827,000
Q1 2022

Apr 18, 2022
SELL
$42.79 - $51.23 $135,473 - $162,194
-3,166 Reduced 19.15%
13,366 $628,000
Q4 2021

Feb 15, 2022
BUY
$47.81 - $52.33 $790,394 - $865,119
16,532 New
16,532 $828,000

Others Institutions Holding VWO

# of Institutions
2,154
Shares Held
1.27B
Call Options Held
1.31M
Put Options Held
1.66M
View Full List

About VANGUARD FTSE EMERGING MKTS ET

VWO Quotes by TradingView
  • Ticker VWO
  • Sector ETFs
  • Industry ETFs
More about VWO
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