ULWM
Upper Left Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
16,184
-2,104
| -12% | -$283K | 1.45% | 26 |
|
|
2025
Q1 | $2.11M | Buy |
18,288
+5,966
| +48% | +$690K | 1.52% | 26 |
|
|
2024
Q4 | $1.41M | Buy |
12,322
+607
| +5% | +$69.5K | 1.21% | 29 |
|
|
2024
Q3 | $1.44M | Sell |
11,715
-279
| -2% | -$34.3K | 1.26% | 26 |
|
|
2024
Q2 | $1.41M | Sell |
11,994
-458
| -4% | -$53.8K | 1.27% | 24 |
|
|
2024
Q1 | $1.45M | Sell |
12,452
-619
| -5% | -$72.3K | 1.35% | 22 |
|
|
2023
Q4 | $1.5M | Sell |
13,071
-25
| -0.2% | -$2.88K | 1.47% | 23 |
|
|
2023
Q3 | $1.39M | Buy |
13,096
+2,462
| +23% | +$261K | 1.45% | 22 |
|
|
2023
Q2 | $1.17M | Buy |
10,634
+527
| +5% | +$58.2K | 1.31% | 24 |
|
|
2023
Q1 | $1.1M | Buy |
10,107
+199
| +2% | +$21.7K | 1.25% | 25 |
|
|
2022
Q4 | $1.02M | Sell |
9,908
-444
| -4% | -$45.6K | 1.2% | 27 |
|
|
2022
Q3 | $982K | Buy |
10,352
+1,139
| +12% | +$108K | 1.28% | 27 |
|
|
2022
Q2 | $951K | Buy |
9,213
+311
| +3% | +$32.1K | 1.1% | 27 |
|
|
2022
Q1 | $1.11M | Buy |
8,902
+5,850
| +192% | +$732K | 1.15% | 26 |
|
|
2021
Q4 | $412K | Buy |
+3,052
| New | +$412K | 0.41% | 40 |
|