Upper Left Wealth Management, LLC VEU holdings history
VANGUARD FTSE ALL-WORLD EX-U · CUSIP 922042775 · CIK 1911228
As of 2026-06-30, Upper Left Wealth Management, LLC reported 45.70K VEU (shares), valued at $3.83M, or 2.12% of its reported non-derivative portfolio. Filed 2026-07-14.
Verify history & sources →Shares decreased 3.91%; reported value increased 7.16%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.12% | 45,703 | SEC filing ↗Filed Jul 14, 2026 |
| Q1 2026 | 2.11% | 47,561 | SEC filing ↗Filed Apr 16, 2026 |
| Q4 2025 | 2.30% | 51,309 | SEC filing ↗Filed Jan 22, 2026 |
| Q3 2025 | 2.45% | 54,572 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 2.74% | 61,092 | SEC filing ↗Filed Jul 7, 2025 |
| Q1 2025 | 2.67% | 61,418 | SEC filing ↗Filed Apr 14, 2025 |
| Q4 2024 | 3.53% | 71,807 | SEC filing ↗Filed Jan 23, 2025 |
| Q3 2024 | 3.92% | 72,470 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 3.88% | 73,095 | SEC filing ↗Filed Jul 25, 2024 |
| Q1 2024 | 4.15% | 76,258 | SEC filing ↗Filed Apr 23, 2024 |
| Q4 2023 | 4.25% | 77,182 | SEC filing ↗Filed Jan 23, 2024 |
| Q3 2023 | 4.21% | 77,988 | SEC filing ↗Filed Oct 25, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.21% | 77,988 | $4.05M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 25, 2023 |
| Q4 2023 | 4.25% | 77,182 | $4.33M | Shares decreased 1.03%; reported value increased 7.11%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2024 |
| Q1 2024 | 4.15% | 76,258 | $4.47M | Shares decreased 1.20%; reported value increased 3.22%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 3.88% | 73,095 | $4.29M | Shares decreased 4.15%; reported value decreased 4.16%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2024 |
| Q3 2024 | 3.92% | 72,470 | $4.47M | Shares decreased 0.86%; reported value increased 4.28%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 3.53% | 71,807 | $4.12M | Shares decreased 0.91%; reported value decreased 7.77%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2025 |
| Q1 2025 | 2.67% | 61,418 | $3.73M | Shares decreased 14.47%; reported value decreased 9.63%, and weight changed -0.86 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2025 |
| Q2 2025 | 2.74% | 61,092 | $4.11M | Shares decreased 0.53%; reported value increased 10.23%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 7, 2025 |
| Q3 2025 | 2.45% | 54,572 | $3.89M | Shares decreased 10.67%; reported value decreased 5.16%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 2.30% | 51,309 | $3.77M | Shares decreased 5.98%; reported value decreased 3.09%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2026 |
| Q1 2026 | 2.11% | 47,561 | $3.57M | Shares decreased 7.30%; reported value decreased 5.36%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2026 |
| Q2 2026 | 2.12% | 45,703 | $3.83M | Shares decreased 3.91%; reported value increased 7.16%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 2026 |
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