Upper Left Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Upper Left Wealth Management, LLC

  • $115 Million
  • Q3 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 6,311 shares of VNQ stock, worth $554,673. This represents 0.53% of its overall portfolio holdings.

Number of Shares
6,311
Previous 6,295 0.25%
Holding current value
$554,673
Previous $527,000 16.51%
% of portfolio
0.53%
Previous 0.48%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$82.97 - $98.97 $1,327 - $1,583
16 Added 0.25%
6,311 $614,000
Q2 2024

Jul 25, 2024
SELL
$78.61 - $85.97 $78 - $85
-1 Reduced 0.02%
6,295 $527,000
Q1 2024

Apr 23, 2024
SELL
$82.58 - $89.12 $42,446 - $45,807
-514 Reduced 7.55%
6,296 $544,000
Q4 2023

Jan 23, 2024
BUY
$71.05 - $89.54 $92,720 - $116,849
1,305 Added 23.71%
6,810 $601,000
Q3 2023

Oct 25, 2023
SELL
$75.44 - $86.89 $41,492 - $47,789
-550 Reduced 9.08%
5,505 $416,000
Q2 2023

Jul 25, 2023
BUY
$78.4 - $83.98 $101,292 - $108,502
1,292 Added 27.13%
6,055 $505,000
Q1 2023

Apr 25, 2023
SELL
$77.59 - $93.7 $21,647 - $26,142
-279 Reduced 5.53%
4,763 $395,000
Q4 2022

Jan 17, 2023
BUY
$76.14 - $88.09 $106,824 - $123,590
1,403 Added 38.55%
5,042 $0
Q3 2022

Nov 01, 2022
SELL
$79.28 - $102.13 $76,267 - $98,249
-962 Reduced 20.91%
3,639 $298,000
Q2 2022

Jul 08, 2022
BUY
$87.04 - $112.5 $109,670 - $141,750
1,260 Added 37.71%
4,601 $419,000
Q1 2022

Apr 18, 2022
SELL
$99.96 - $115.1 $10,895 - $12,545
-109 Reduced 3.16%
3,341 $369,000
Q4 2021

Feb 15, 2022
BUY
$102.53 - $116.01 $353,728 - $400,234
3,450 New
3,450 $400,000

Others Institutions Holding VNQ

# of Institutions
1,822
Shares Held
238M
Call Options Held
1.22M
Put Options Held
1.53M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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