Upper Left Wealth Management, LLC VOO Holdings History
Upper Left Wealth Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, Upper Left Wealth Management, LLC held 1,198.00 shares of Vanguard S&P 500 ETF(VOO), totaling $680,500.00. This investment constitutes 0.45% of their stock portfolio, and Upper Left Wealth Management, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2025Q2. And since then Upper Left Wealth Management, LLC has made 1 purchases of VOO, at an average price of $525.37, for a total of 1,198.00 shares. Based on historical transaction data and VOO's current price of $581.20, Upper Left Wealth Management, LLC's estimated gain on his VOO holdings is $66,884.34, reflecting a 10.63% gain to date.
Upper Left Wealth Management, LLC VOO ($581.20) Holding Chart
Upper Left Wealth Management, LLC VOO ($581.20) 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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