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Vanguard FTSE All Wld Ex USSml Cap shares owned by Upper Left Wealth Management

Quarter-by-quarter ownership of Vanguard FTSE All Wld Ex USSml Cap (VSS) shares owned by Upper Left Wealth Management from 13F filings

Historical chart of Upper Left Wealth Management investment in Vanguard FTSE All Wld Ex USSml Cap

Tip: Access up to 7 years of quarterly data

All positions including Vanguard FTSE All Wld Ex USSml Cap 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 FTSE All Wld Ex USSml Cap by Upper Left Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 13k 116.84
2023-12-31 $1.5M 13k 115.03
2023-09-30 $1.4M 13k 106.20
2023-06-30 $1.2M 11k 110.48
2023-03-31 $1.1M 10k 109.24
2022-12-31 $1.0M 9.9k 102.81
2022-09-30 $982k 10k 94.86
2022-06-30 $951k 9.2k 103.22
2022-03-31 $1.1M 8.9k 125.14
2021-12-31 $412k 3.1k 134.99