Upper Left Wealth Management, LLC Vanguard Star Fd Vanguard Tota Transaction History

Upper Left Wealth Management, LLC

$134 Million
Q1 2025

A detailed history of Upper Left Wealth Management, LLC transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 31,870 shares of VXUS stock, worth $2.13 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

31,870

Previous 28,474 11.93%

Holding current value

$2.13 Million

Previous $1.68 Million 18.78%

% of portfolio

1.49%

Previous 1.5%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$58.01 - $64.46 $197,001 - $218,906	3,396 Added 11.93%	31,870 $1.99 Million
Q4 2024 Jan 23, 2025	BUY	$58.88 - $64.8 $535,984 - $589,874	9,103 Added 46.99%	28,474 $1.68 Million
Q3 2024 Nov 13, 2024	BUY	$58.03 - $65.37 $419,672 - $472,755	7,232 Added 59.58%	19,371 $1.25 Million
Q2 2024 Jul 25, 2024	SELL	$57.86 - $62.21 $38,419 - $41,307	-664 Reduced 5.19%	12,139 $731,000
Q1 2024 Apr 23, 2024	BUY	$55.74 - $60.35 $270,673 - $293,059	4,856 Added 61.1%	12,803 $772,000
Q4 2023 Jan 23, 2024	BUY	$51.06 - $57.96 $108,706 - $123,396	2,129 Added 36.59%	7,947 $460,000
Q3 2023 Oct 25, 2023	BUY	$53.3 - $58.26 $63,107 - $68,979	1,184 Added 25.55%	5,818 $311,000
Q2 2023 Jul 25, 2023	SELL	$54.28 - $57.76 $16,555 - $17,616	-305 Reduced 6.18%	4,634 $259,000
Q1 2023 Apr 25, 2023	SELL	$52.07 - $56.74 $1,510 - $1,645	-29 Reduced 0.58%	4,939 $272,000
Q4 2022 Jan 17, 2023	SELL	$45.45 - $53.83 $80,128 - $94,902	-1,763 Reduced 26.19%	4,968 $0
Q3 2022 Nov 01, 2022	SELL	$45.75 - $54.53 $69,174 - $82,449	-1,512 Reduced 18.34%	6,731 $315,000
Q2 2022 Jul 08, 2022	SELL	$51.07 - $60.88 $93,509 - $111,471	-1,831 Reduced 18.18%	8,243 $425,000
Q1 2022 Apr 18, 2022	BUY	$55.42 - $64.7 $116,492 - $135,999	2,102 Added 26.37%	10,074 $608,000
Q4 2021 Feb 15, 2022	BUY	$61.51 - $66.09 $490,357 - $526,869	7,972 New	7,972 $511,000

Others Institutions Holding VXUS

# of Institutions

1,449

Shares Held

359M

Call Options Held

128K

Put Options Held

132K

View Full List

About VANGUARD STAR FD VANGUARD TOTA

Ticker VXUS
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Upper Left Wealth Management, LLC Vanguard Star Fd Vanguard Tota Transaction History