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

Upper Left Wealth Management, LLC

$115 Million
Q3 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 53,528 shares of VWO stock, worth $2.47 Million. This represents 2.22% of its overall portfolio holdings.

Number of Shares

53,528

Previous 32,327 65.58%

Holding current value

$2.47 Million

Previous $1.41 Million 81.12%

% of portfolio

2.22%

Previous 1.3%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$41.9 - $48.26 $888,321 - $1.02 Million	21,201 Added 65.58%	53,528 $2.56 Million
Q2 2024 Jul 25, 2024	BUY	$40.83 - $44.89 $256,779 - $282,313	6,289 Added 24.15%	32,327 $1.41 Million
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	$35.32 - $40.67 $158,480 - $182,486	-4,487 Reduced 22.14%	15,779 $0
Q3 2022 Nov 01, 2022	BUY	$36.49 - $42.54 $14,960 - $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

2,271

Shares Held

1.26B

Call Options Held

1.38M

Put Options Held

2.01M

View Full List

About VANGUARD FTSE EMERGING MKTS ET

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