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

Upper Left Wealth Management, LLC

  • $115 Million
  • Q3 2024

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 19,371 shares of VXUS stock, worth $1.16 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
19,371
Previous 12,139 59.58%
Holding current value
$1.16 Million
Previous $731,000 71.55%
% of portfolio
1.09%
Previous 0.67%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,260
Shares Held
302M
Call Options Held
160K
Put Options Held
71.7K
View Full List

About VANGUARD STAR FD VANGUARD TOTA

VXUS Quotes by TradingView
  • Ticker VXUS
  • Sector ETFs
  • Industry ETFs
More about VXUS
Track This Portfolio

Track Upper Left Wealth Management, LLC Portfolio

Follow Upper Left Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Upper Left Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Upper Left Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email