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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.2M | 4.8k | 254.28 |
| 2025-06-30 | $1.3M | 5.3k | 236.98 |
| 2025-03-31 | $1.3M | 5.9k | 221.75 |
| 2024-12-31 | $1.5M | 6.4k | 240.28 |
| 2024-09-30 | $1.5M | 6.2k | 233.42 |
| 2024-06-30 | $1.2M | 5.7k | 218.04 |
| 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 |
More positions owned by Upper Left Wealth Management
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