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Upper Left Wealth Management LLC Purchases 527 Shares of Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS)

Upper Left Wealth Management LLC boosted its position in shares of Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS – Free Report) by 5.2% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 10,634 shares of the company’s stock after buying an additional 527 shares during […]

Upper Left Wealth Management LLC Has $311,000 Stake in SPDR Dow Jones International Real Estate ETF (NYSEARCA:RWX)

Upper Left Wealth Management LLC lowered its position in SPDR Dow Jones International Real Estate ETF (NYSEARCA:RWX – Free Report) by 12.9% during the second quarter, according to its most recent filing with the SEC. The firm owned 12,539 shares of the company’s stock after selling 1,860 shares during the period. Upper Left Wealth Management […]

Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU) Shares Purchased by Upper Left Wealth Management LLC

Upper Left Wealth Management LLC grew its holdings in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 2.2% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 70,214 shares of the company’s stock after purchasing an additional 1,483 shares during the […]

Upper Left Wealth Management LLC Has $506,000 Holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Upper Left Wealth Management LLC Has $506,000 Holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ)
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Upper Left Wealth Management LLC Cuts Stock Position in iShares TIPS Bond ETF (NYSEARCA:TIP)

Upper Left Wealth Management LLC lessened its stake in iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 3.4% in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 8,585 shares of the exchange traded fund’s stock after selling 299 shares during the quarter. iShares […]

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