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Virginia Estate & Retirement Planning Advisors Inc. → MSFT

Virginia Estate & Retirement Planning Advisors Inc. MSFT Position History

Microsoft Corporation • Technology

Quarters held
3
Latest value
$351K
Q3 2026
Peak value
$351K
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$253K
Q2 2026$255K
Q3 2026$351K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$351K684——
Q2 2026$255K684——
Q1 2026$253K684——

Other funds holding MSFT

Other Virginia Estate & Retirement Planning Advisors Inc. positions

ETHA

ISHARES TR

$34.4M
ETHA

ISHARES TR

$23.3M
ETHA

ISHARES TR

$23.2M
ETHA

ISHARES TR

$14.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$10.9M
VGES

VANGUARD INDEX FDS

$9.8M
VGES

VANGUARD INDEX FDS

$9.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$8.7M