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Vanguard Small-Cap ETF shares owned by Upper Left Wealth Management

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Upper Left Wealth Management from 13F filings

Historical chart of Upper Left Wealth Management investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Upper Left Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Upper Left Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 5.5k 228.59
2023-12-31 $1.3M 6.1k 213.33
2023-09-30 $239k 1.3k 189.07
2023-06-30 $264k 1.3k 198.89
2023-03-31 $249k 1.3k 189.56
2022-03-31 $216k 1.0k 214.71