ULWM
Upper Left Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Sell |
43,063
-1,771
| -4% | -$101K | 1.64% | 25 |
|
|
2025
Q1 | $2.28M | Buy |
44,834
+8,721
| +24% | +$443K | 1.63% | 25 |
|
|
2024
Q4 | $1.73M | Buy |
36,113
+586
| +2% | +$28K | 1.48% | 23 |
|
|
2024
Q3 | $1.86M | Buy |
35,527
+5,603
| +19% | +$294K | 1.63% | 23 |
|
|
2024
Q2 | $1.48M | Buy |
29,924
+3,311
| +12% | +$164K | 1.34% | 22 |
|
|
2024
Q1 | $1.34M | Buy |
26,613
+6,037
| +29% | +$303K | 1.24% | 23 |
|
|
2023
Q4 | $986K | Buy |
20,576
+3,221
| +19% | +$154K | 0.97% | 30 |
|
|
2023
Q3 | $759K | Sell |
17,355
-820
| -5% | -$35.9K | 0.79% | 30 |
|
|
2023
Q2 | $839K | Sell |
18,175
-500
| -3% | -$23.1K | 0.93% | 30 |
|
|
2023
Q1 | $844K | Buy |
18,675
+612
| +3% | +$27.6K | 0.96% | 29 |
|
|
2022
Q4 | $758K | Sell |
18,063
-8,472
| -32% | -$356K | 0.9% | 31 |
|
|
2022
Q3 | $987K | Buy |
26,535
+7,357
| +38% | +$274K | 1.28% | 26 |
|
|
2022
Q2 | $782K | Buy |
19,178
+2,626
| +16% | +$107K | 0.91% | 31 |
|
|
2022
Q1 | $802K | Sell |
16,552
-1,450
| -8% | -$70.3K | 0.83% | 31 |
|
|
2021
Q4 | $927K | Buy |
+18,002
| New | +$927K | 0.93% | 26 |
|