UPPER LEFT WEALTH MANAGEMENT, LLC – Vanguard FTSE All-World ex-US Small Capital Index Fund Transaction History
UPPER LEFT WEALTH MANAGEMENT, LLC portfolio value:
$982,000
portfolio value
UPPER LEFT WEALTH MANAGEMENT, LLC quarter portfolio value change:
-10.08%
quarter
Vanguard FTSE All-World ex-US Small Capital Index Fund 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +12.36% | 1.13K shares | 31K | $92.81 | 10.35K |
Q2 2022 | share | Increase | +3.49% | 311 shares | -163K | $103.21 | 9.21K |
Q1 2022 | share | Increase | +191.68% | 5.85K shares | 702K | $123.89 | 8.90K |
Q4 2021 | share | Increase | 0.00% | 3.05K shares | 412K | $133.82 | 3.05K |