Ownership history in Upper Left Wealth Management, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Upper Left Wealth Management, LLC reported a position in VANGUARD TAX-MANAGED INTL FD (VEA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 43,986 | +736 | +1.7% | 1.67% | $2.7M | $62.36 |
| 2025 Q3 | ADDED | 43,250 | +187 | +0.4% | 1.63% | $2.6M | $58.82 |
| 2025 Q2 | REDUCED | 43,063 | -1,771 | -4.0% | 1.64% | $2.5M | $55.70 |
| 2025 Q1 | ADDED | 44,834 | +8,721 | +24.1% | 1.63% | $2.3M | $49.27 |
| 2024 Q4 | ADDED | 36,113 | +586 | +1.6% | 1.48% | $1.7M | $46.14 |
| 2024 Q3 | ADDED | 35,527 | +5,603 | +18.7% | 1.63% | $1.9M | $50.20 |
| 2024 Q2 | ADDED | 29,924 | +3,311 | +12.4% | 1.34% | $1.5M | $46.85 |
| 2024 Q1 | ADDED | 26,613 | +6,037 | +29.3% | 1.24% | $1.3M | $47.12 |
| 2023 Q4 | ADDED | 20,576 | +3,221 | +18.6% | 0.97% | $986K | $44.73 |
| 2023 Q3 | REDUCED | 17,355 | -820 | -4.5% | 0.79% | $759K | $40.30 |
As of 2025 Q4 — sorted by position size