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

Upper Left Wealth Management, LLC

$112 Million
Q4 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 28,474 shares of VXUS stock, worth $1.79 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

28,474

Previous 19,371 46.99%

Holding current value

$1.79 Million

Previous $1.25 Million 33.73%

% of portfolio

1.5%

Previous 1.09%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,356

Shares Held

333M

Call Options Held

74.9K

Put Options Held

67.6K

View Full List

About VANGUARD STAR FD VANGUARD TOTA

Ticker VXUS
Sector ETFs
Industry ETFs

More about VXUS

Track This Portfolio

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.

Account

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