ULWM
Upper Left Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.11M | Sell |
61,092
-326
| -0.5% | -$21.9K | 2.74% | 17 |
|
|
2025
Q1 | $3.73M | Sell |
61,418
-10,389
| -14% | -$630K | 2.67% | 18 |
|
|
2024
Q4 | $4.12M | Sell |
71,807
-663
| -0.9% | -$38.1K | 3.53% | 10 |
|
|
2024
Q3 | $4.47M | Sell |
72,470
-625
| -0.9% | -$38.6K | 3.91% | 8 |
|
|
2024
Q2 | $4.29M | Sell |
73,095
-3,163
| -4% | -$185K | 3.87% | 6 |
|
|
2024
Q1 | $4.47M | Sell |
76,258
-924
| -1% | -$54.2K | 4.15% | 4 |
|
|
2023
Q4 | $4.33M | Sell |
77,182
-806
| -1% | -$45.2K | 4.25% | 4 |
|
|
2023
Q3 | $4.05M | Buy |
77,988
+7,774
| +11% | +$403K | 4.21% | 6 |
|
|
2023
Q2 | $3.82M | Buy |
70,214
+1,483
| +2% | +$80.7K | 4.25% | 5 |
|
|
2023
Q1 | $3.68M | Buy |
68,731
+1,973
| +3% | +$105K | 4.17% | 6 |
|
|
2022
Q4 | $3.35M | Sell |
66,758
-2,764
| -4% | -$139K | 3.96% | 9 |
|
|
2022
Q3 | $3.15M | Buy |
69,522
+14,568
| +27% | +$659K | 4.09% | 6 |
|
|
2022
Q2 | $2.75M | Sell |
54,954
-14,165
| -20% | -$708K | 3.18% | 13 |
|
|
2022
Q1 | $4.02M | Buy |
69,119
+16,478
| +31% | +$959K | 4.17% | 7 |
|
|
2021
Q4 | $3.25M | Buy |
+52,641
| New | +$3.25M | 3.25% | 15 |
|