ULWM
Upper Left Wealth Management’s Vanguard Total International Stock ETF VXUS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.06M | Sell |
29,835
-2,035
| -6% | -$141K | 1.38% | 27 |
|
2025
Q1 | $1.98M | Buy |
31,870
+3,396
| +12% | +$211K | 1.42% | 27 |
|
2024
Q4 | $1.68M | Buy |
28,474
+9,103
| +47% | +$536K | 1.44% | 24 |
|
2024
Q3 | $1.23M | Buy |
19,371
+7,232
| +60% | +$458K | 1.07% | 30 |
|
2024
Q2 | $732K | Sell |
12,139
-664
| -5% | -$40K | 0.66% | 38 |
|
2024
Q1 | $772K | Buy |
12,803
+4,856
| +61% | +$293K | 0.72% | 34 |
|
2023
Q4 | $461K | Buy |
7,947
+2,129
| +37% | +$123K | 0.45% | 47 |
|
2023
Q3 | $311K | Buy |
5,818
+1,184
| +26% | +$63.4K | 0.32% | 51 |
|
2023
Q2 | $260K | Sell |
4,634
-305
| -6% | -$17.1K | 0.29% | 53 |
|
2023
Q1 | $273K | Sell |
4,939
-29
| -0.6% | -$1.6K | 0.31% | 51 |
|
2022
Q4 | $257K | Sell |
4,968
-1,763
| -26% | -$91.2K | 0.3% | 51 |
|
2022
Q3 | $315K | Sell |
6,731
-1,512
| -18% | -$70.8K | 0.41% | 43 |
|
2022
Q2 | $425K | Sell |
8,243
-1,831
| -18% | -$94.4K | 0.49% | 40 |
|
2022
Q1 | $608K | Buy |
10,074
+2,102
| +26% | +$127K | 0.63% | 36 |
|
2021
Q4 | $511K | Buy |
+7,972
| New | +$511K | 0.51% | 34 |
|