Upper Left Wealth Management, LLC Vanguard Emerging Mkts Govt Bd Transaction History

Upper Left Wealth Management, LLC

$106 Million
Q1 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Vanguard Emerging Mkts Govt Bd stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 4,777 shares of VWOB stock, worth $298,084. This represents 0.29% of its overall portfolio holdings.

Number of Shares

4,777

Previous 7,797 38.73%

Holding current value

$298,084

Previous $497,000 38.63%

% of portfolio

0.29%

Previous 0.49%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$61.82 - $64.13 $186,696 - $193,672	-3,020 Reduced 38.73%	4,777 $305,000
Q4 2023 Jan 23, 2024	SELL	$57.2 - $64.11 $4,232 - $4,744	-74 Reduced 0.94%	7,797 $497,000
Q3 2023 Oct 25, 2023	SELL	$59.16 - $62.89 $14,316 - $15,219	-242 Reduced 2.98%	7,871 $465,000
Q2 2023 Jul 25, 2023	SELL	$60.43 - $62.27 $2,115 - $2,179	-35 Reduced 0.43%	8,113 $505,000
Q1 2023 Apr 25, 2023	BUY	$60.51 - $64.37 $32,977 - $35,081	545 Added 7.17%	8,148 $507,000

Q4 2022 Jan 17, 2023	BUY	$57.73 - $63.15 $138,782 - $151,812	2,404 Added 46.24%	7,603 $0
Q3 2022 Nov 01, 2022	SELL	N/A	-223 Reduced 4.11%	5,199 $304,000
Q2 2022 Jul 08, 2022	SELL	N/A	-2,426 Reduced 30.91%	5,422 $332,000
Q1 2022 Apr 18, 2022	BUY	N/A	64 Added 0.82%	7,848 $549,000
Q4 2021 Feb 15, 2022	BUY	N/A	7,784 New	7,784 $604,000

Others Institutions Holding VWOB

# of Institutions

352

Shares Held

48M

Call Options Held

Put Options Held

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About VANGUARD EMERGING MKTS GOVT BD

Ticker VWOB
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Upper Left Wealth Management, LLC Vanguard Emerging Mkts Govt Bd Transaction History