Upper Left Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Upper Left Wealth Management, LLC
- $134 Million
- Q1 2025
A detailed history of Upper Left Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 5,907 shares of VB stock, worth $1.22 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
5,907
Previous 6,436
8.22%
Holding current value
$1.22 Million
Previous $1.55 Million
15.33%
% of portfolio
0.98%
Previous 1.38%
Shares
11 transactions
Others Institutions Holding VB
# of Institutions
2,346Shares Held
162MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.14 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.56 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.52 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.17 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.09 Billion0.42% of portfolio