Number of Shares
118,578.00
Current Holdings Value*
$5.87 Mil
% of Portfolio
3.92%
Total Estimate Gain
$10,352.81
% of Total Estimate Gain
0.16%

Upper Left Wealth Management, LLC's Vanguard Total International Bond ETF Holding Summary

As of 2025-06-30, Upper Left Wealth Management, LLC held 118,578.00 shares of Vanguard Total International Bond ETF(BNDX), totaling $5.87 Mil. This investment constitutes 3.92% of their stock portfolio, and Upper Left Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Total International Bond ETF(BNDX) stock.

The initial trade took place in 2021Q4. And since then Upper Left Wealth Management, LLC has made 6 purchases of BNDX, at an average price of $49.29, for a total of 129,254.00 shares. In addition, there have been 6 sales at an average price of $51.36 for 10,676.00 shares. Based on historical transaction data and BNDX's current price of $49.19, Upper Left Wealth Management, LLC's estimated gain on his BNDX holdings is $10,352.81, reflecting a 0.16% gain to date.

Upper Left Wealth Management, LLC BNDX ($49.19) Holding Chart

Upper Left Wealth Management, LLC BNDX ($49.19) 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 %

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