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

Upper Left Wealth Management, LLC

$115 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 25, 2024	SELL	$61.69 - $64.0 $20,110 - $20,864	-326 Reduced 6.82%	4,451 $280,000
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

384

Shares Held

63.4M

Call Options Held

0

Put Options Held

0

Jones Financial Companies Lllp

13.5M
Shares

$842 Million
0.86% of portfolio
Jpmorgan Chase & CO New York, NY

11.4M
Shares

$709 Million
0.06% of portfolio
Sei Investments CO Oaks, PA

3.29M
Shares

$205 Million
0.27% of portfolio
Bank Of America Corp Charlotte, NC

2.5M
Shares

$156 Million
0.01% of portfolio
Varma Mutual Pension Insurance CO Varma, H9

2.05M
Shares

$128 Million
1.18% of portfolio

About VANGUARD EMERGING MKTS GOVT BD

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