Back to VGES

ALLEN WEALTH MANAGEMENT, LLC → VGES

ALLEN WEALTH MANAGEMENT, LLC VGES Position History

VGES

Quarters held
12
Latest value
$37.2M
Q3 2026
Peak value
$37.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$12.6M
Q4 2025$13M
Q4 2025$29.2M
Q1 2026$18.8M
Q1 2026$15M
Q1 2026$31.2M
Q2 2026$15M
Q2 2026$17.8M
Q2 2026$36.2M
Q3 2026$18M
Q3 2026$18.3M
Q3 2026$37.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$37.2M172.1K——
Q3 2026$18.3M233.4K——
Q3 2026$18M104.8K——
Q2 2026$36.2M166.3K——
Q2 2026$17.8M221.2K——
Q2 2026$15M100.2K——
Q1 2026$31.2M159.2K——
Q1 2026$15M52.3K——
Q1 2026$18.8M108.6K——
Q4 2025$29.2M152.9K——
Q4 2025$13M44.6K——
Q4 2025$12.6M100.1K——

Other funds holding VGES

Other ALLEN WEALTH MANAGEMENT, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$33M
SCHW-PJ

SCHWAB STRATEGIC TR

$31.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$26.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$25M
MSFT

DIMENSIONAL ETF TRUST

$19.6M
STT-PG

SELECT SECTOR SPDR TR

$18.3M
MSFT

DIMENSIONAL ETF TRUST

$17.5M
STT-PG

SELECT SECTOR SPDR TR

$16.3M
ALLEN WEALTH MANAGEMENT, LLC VGES Holdings: 13F Position History | Track13F