Upper Left Wealth Management, LLC VWO Holdings History
Upper Left Wealth Management, LLC's Vanguard FTSE Emerging Markets ETF Holding Summary
As of 2025-06-30, Upper Left Wealth Management, LLC held 55,708.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $2.76 Mil. This investment constitutes 1.84% of their stock portfolio, and Upper Left Wealth Management, LLC now holds 0% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.
The initial trade took place in 2021Q4. And since then Upper Left Wealth Management, LLC has made 11 purchases of VWO, at an average price of $45.14, for a total of 73,959.00 shares. In addition, there have been 3 sales at an average price of $44.49 for 18,251.00 shares. Based on historical transaction data and VWO's current price of $51.19, Upper Left Wealth Management, LLC's estimated gain on his VWO holdings is $325,468.41, reflecting a 9.75% gain to date.
Upper Left Wealth Management, LLC VWO ($51.19) Holding Chart
Upper Left Wealth Management, LLC VWO ($51.19) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
