ULWM
Upper Left Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
5,282
-625
| -11% | -$148K | 0.84% | 32 |
|
|
2025
Q1 | $1.31M | Sell |
5,907
-529
| -8% | -$117K | 0.94% | 30 |
|
|
2024
Q4 | $1.55M | Buy |
6,436
+187
| +3% | +$44.9K | 1.32% | 25 |
|
|
2024
Q3 | $1.46M | Buy |
6,249
+540
| +9% | +$126K | 1.28% | 25 |
|
|
2024
Q2 | $1.24M | Buy |
5,709
+201
| +4% | +$43.8K | 1.12% | 28 |
|
|
2024
Q1 | $1.26M | Sell |
5,508
-542
| -9% | -$124K | 1.17% | 26 |
|
|
2023
Q4 | $1.29M | Buy |
6,050
+4,787
| +379% | +$1.02M | 1.26% | 25 |
|
|
2023
Q3 | $239K | Sell |
1,263
-63
| -5% | -$11.9K | 0.25% | 58 |
|
|
2023
Q2 | $264K | Buy |
1,326
+11
| +0.8% | +$2.19K | 0.29% | 52 |
|
|
2023
Q1 | $249K | Buy |
+1,315
| New | +$249K | 0.28% | 53 |
|
|
2022
Q2 | – | Sell |
-1,006
| Closed | -$216K | – | 55 |
|
|
2022
Q1 | $216K | Buy |
+1,006
| New | +$216K | 0.22% | 51 |
|