Upper Left Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Upper Left Wealth Management, LLC

$112 Million
Q4 2024

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 6,436 shares of VB stock, worth $1.59 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

6,436

Previous 6,249 2.99%

Holding current value

$1.59 Million

Previous $1.48 Million 4.32%

% of portfolio

1.38%

Previous 1.29%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$233.76 - $261.58 $43,713 - $48,915	187 Added 2.99%	6,436 $1.55 Million
Q3 2024 Nov 13, 2024	BUY	$214.77 - $237.72 $115,975 - $128,368	540 Added 9.46%	6,249 $1.48 Million
Q2 2024 Jul 25, 2024	BUY	$210.76 - $226.94 $42,362 - $45,614	201 Added 3.65%	5,709 $1.24 Million
Q1 2024 Apr 23, 2024	SELL	$204.0 - $228.59 $110,568 - $123,895	-542 Reduced 8.96%	5,508 $1.26 Million
Q4 2023 Jan 23, 2024	BUY	$175.26 - $215.9 $838,969 - $1.03 Million	4,787 Added 379.02%	6,050 $1.29 Million
Q3 2023 Oct 25, 2023	SELL	$186.24 - $208.75 $11,733 - $13,151	-63 Reduced 4.75%	1,263 $238,000
Q2 2023 Jul 25, 2023	BUY	$181.26 - $198.89 $1,993 - $2,187	11 Added 0.84%	1,326 $263,000
Q1 2023 Apr 25, 2023	BUY	$179.51 - $208.76 $236,055 - $274,519	1,315 New	1,315 $249,000
Q2 2022 Jul 08, 2022	SELL	$170.7 - $214.67 $171,724 - $215,958	-1,006 Closed	0 $0
Q1 2022 Apr 18, 2022	BUY	$198.73 - $227.97 $199,922 - $229,337	1,006 New	1,006 $216,000

Others Institutions Holding VB

# of Institutions

2,223

Shares Held

157M

Call Options Held

102K

Put Options Held

34.7K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

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Upper Left Wealth Management, LLC Vanguard Small Cap ETF Transaction History