Upper Left Wealth Management, LLC VNQI Holdings History
Upper Left Wealth Management, LLC's Vanguard Global ex-U.S. Real Estate ETF Holding Summary
As of 2025-06-30, Upper Left Wealth Management, LLC held 105,690.00 shares of Vanguard Global ex-U.S. Real Estate ETF(VNQI), totaling $4.88 Mil. This investment constitutes 3.25% of their stock portfolio, and Upper Left Wealth Management, LLC now holds 0.15% of the outstanding Vanguard Global ex-U.S. Real Estate ETF(VNQI) stock.
The initial trade took place in 2021Q4. And since then Upper Left Wealth Management, LLC has made 11 purchases of VNQI, at an average price of $49.65, for a total of 122,054.00 shares. In addition, there have been 3 sales at an average price of $42.71 for 16,364.00 shares. Based on historical transaction data and VNQI's current price of $45.98, Upper Left Wealth Management, LLC's estimated gain on his VNQI holdings is $-501,066.20, reflecting a -8.27% gain to date.
Upper Left Wealth Management, LLC VNQI ($45.98) Holding Chart
Upper Left Wealth Management, LLC VNQI ($45.98) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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